Roger Byrd is a registered investment advisor at Bridgewealth Advisory Group, LLC, based in Fresno, CA, with 38 years of industry experience. Roger operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more. Their firm serves 1,899 clients with $740M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Bridgewealth Advisory Group offers investment management through a wrap fee program. Financial planning is included with the wrap account program and is not charged separately.
Location
986 West Alluvial Ave., Suite 101, Fresno, CA, 93711
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Roger is an Investment Advisor Representative (IAR) with Bridgewealth Advisory Group LLC, dedicating full-time hours to wealth planning. He also serves as a trustee for a family trust and owns multiple rental properties, requiring minimal time commitments.
Employment History
Current Registrations
Bridgewealth Advisory Group, LLC
Apw Capital, INC.Broker
Previous Registrations
Cetera Investment Advisers LLC
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Lehman Brothers INC.Broker
Kennedy, Cabot & CO.Broker
State Registrations4 states
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