William Byrd, financial advisor Tampa FL

William Byrd

CRD Number: 1334634
Current Firm: B.b. Graham & Company, Inc.

William Byrd (CRD# 1334634) is an Investment Advisor Representative working at B.b. Graham & Company, Inc. in Tampa, FL and has over 32 years of experience in the finance industry. William Byrd 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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Professional Designations
Company Name Location Dates Years
B.b. Graham & Company Orange, CA Aug 2019 - Current < 1
Capital Financial Services, Inc. Minot, ND Sep 2016 - Jul 2019 2
Invest Financial Corp. Tampa, FL Mar 2016 - Jul 2016 < 1
Transamerica Financial Advisors, Inc. Tampa, FL Jan 2001 - Feb 2016 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1988
S65 NASAA Investment Advisors Law Examination Jun 1998
Disclosure Information

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. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
  • Judgments / Liens
Get Details on the FINRA Advisor Check site
Contact Info for William D. Byrd
Phone Number: (714) 628-5200
Firm Website: http://www.bbgraham.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    189
    MILLIONS
  • Total Number of Accounts
    665
    ACCOUNTS
  • Average Account Value
    $284,694
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KY, LA, MA, MN, MO, MS, MT, NC, ND, NE, NJ, NM, NV, NY, OK, OR, SD, TX, WA, WI, WY

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