Studdard Financial, LLC

Studdard Financial, LLC (CRD# 161145) is a financial advisory firm headquartered in , . They manage $11,145,487 in 123 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    123
    ACCOUNTS
  • Average Account Value
    $90,614
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, TN

Financial Advisors at Studdard Financial, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Byron L. Studdard
CRD#: 2368317
Sarasota, FL
66
Wealthminder
score

Byron Studdard (CRD# 2368317) is an Investment Advisor Representative working at Studdard Financial, LLC in Sarasota, FL and has over 23 years of experience in the finance industry. Byron Studdard has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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