DB
DB
David Byrd
29 Years of Experience
Dallas, TX
2 DisclosuresBroker
David Byrd is a registered investment advisor at Raymond James & Associates, INC., based in Dallas, TX, with 29 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location
200 Crescent Court, Suite 550, Dallas, TX, 75201
Get directionsHistory
Regulatory History (2)
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Employment Separation After Allegations
February 2010Customer Dispute
October 2002Closed-No Action
Employment History
Current Registrations
Raymond James & Associates, INC.
March 2010 - Present · 16 yrs 4 mos
Raymond James & Associates, INC.Broker
March 2010 - Present · 16 yrs 4 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 1996 - March 2010 · 13 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 1996 - March 2010 · 13 yrs 4 mos
H.D. Vest Investment Securities, INC.Broker
June 1996 - October 1996 · 4 mos
State Registrations10 states
ARAZCAFLKSMNNCNJTXVA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.