Paul Byrd is a registered investment advisor at Wells Fargo Advisors, based in Santa Ana, CA, with 33 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
1551 N Tustin Ave, Ste 100, Santa Ana, CA, 92705
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Paul owns Argos Products Inc, designing diving booties and gloves, and spends a few hours per week on it. He is also a band member in Neon Nation, dedicating a few hours per week to performing and booking gigs, and has power of attorney for his spouse, spending minimal time on it. Paul also has 100% ownership of Moonstone Wealth Management Inc, spending minimal time on it.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations8 states
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