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Ryan Byrd

24 Years of Experience
Plano, TX

Ryan Byrd is a registered investment advisor at Fisher Investments, based in Plano, TX, with 24 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 199,922 clients with $390B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2683 advisors
Number of Clients
199,922 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$386.7B

Fee Structure

Minimum Investment:$10M
Investment management only (planning not offered)

Fisher Investments primarily serves institutional clients. The firm's fee structure varies depending on the investment strategy and the amount invested. Fees are calculated as a percentage of the assets managed. For some strategies, there is also a performance-based fee. Fees may be negotiable for higher asset levels. Fisher Investments also manages retirement plans, with fees up to 0.80% of assets managed.

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Location

6500 International Parkway, Suite 2050, Plano, TX, 75093

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Fisher Investments
October 2017 - Present · 8 yrs 11 mos
Previous Registrations
E*trade Securities LLCBroker
April 2015 - October 2017 · 2 yrs 6 mos
E*trade Capital Management, LLC
April 2015 - October 2017 · 2 yrs 6 mos
J.P. Morgan Securities LLCBroker
March 2013 - April 2015 · 2 yrs 1 mo
J.P. Morgan Securities LLC
March 2013 - April 2015 · 2 yrs 1 mo
J.P. Morgan Securities LLCBroker
October 2012 - March 2013 · 5 mos
J.P. Morgan Securities LLC
October 2012 - March 2013 · 5 mos
Chase Investment Services CORP.Broker
July 2010 - October 2012 · 2 yrs 3 mos
Chase Investment Services CORP.
July 2010 - October 2012 · 2 yrs 3 mos
VALIC Financial Advisors, INC.
March 2009 - June 2010 · 1 yr 3 mos
VALIC Financial Advisors, INC.Broker
March 2009 - June 2010 · 1 yr 3 mos
Edward Jones
May 2008 - November 2008 · 6 mos
Edward JonesBroker
May 2008 - November 2008 · 6 mos
Penson Financial Services, INC.Broker
October 1999 - September 2006 · 6 yrs 11 mos
Amerest Securities, INC.Broker
June 1999 - September 1999 · 3 mos
Lloyd Wade Securities INC.Broker
May 1999 - June 1999 · 1 mo
State Registrations1 state
TX
Advisor

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.
Ryan Byrd - Financial Advisor | TrueAdvisor