Byron CrosbyCRD Number: 2158157
Current Firm: J. W. Cole Advisors, Inc.
Byron Crosby (CRD# 2158157) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Clearwater, FL and has over 9 years of experience in the finance industry.
St. Pete Financial Group
Cambridge Investment Research Advisors, Inc.
Financial Guidance Group, Inc.
|J.w. Cole Advisors, Inc.||Tampa, FL||Jan 2023 - Current||< 1|
|J.w. Cole Financial, Inc.||Tampa, FL||Jan 2023 - Current||< 1|
|West Coast Accounting Inc.||Seminole, FL||Jan 2014 - Current||9|
|Calton & Associates, Inc.||Seminole, FL||Jan 2017 - Jan 2023||6|
|J.w. Cole Financial, Inc.||Tampa, FL||Jun 2012 - Oct 2013||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2013|
|S66||NASAA Uniform Combined State Law Examination||Dec 2019|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management5,457MILLIONS
Total Number of Accounts21,164ACCOUNTS
Average Account Value$257,829
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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