James Byrd is a registered investment advisor, based in Albuquerque, NM, with 10 years of industry experience.
8000 Pennsylvania Cir Ne, Suite B, Albuquerque, NM, 87110
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →James is involved in several business activities, including providing investment advisory services through Householder Group Estate & Retirement Specialists and Wealth Enhancement Advisory Services, dedicating about half his time and nearly full-time, respectively. He also owns rental real estate, participates in financial education through AFEA and White Glove 567, and operates DBAs for his LPL business.
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.