Joshua Byrd
Joshua Byrd is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Elgin, IL, with 19 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
NMIS does not manage accounts directly for individual clients. NMIS provides referral services to other investment advisors and fixed income advice to other investment advisors.
Location
2175 Point Blvd Ste 260, Elgin, IL, 60123
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Regulatory History
No 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 →Other Business ActivitiesSells Insurance
Joshua may earn commissions from sales of non-variable life, health, annuity, and/or disability income insurance products from companies not affiliated with Northwestern Mutual. He also owns Byrdflock Holdings, LLC and BKP Insurance Services, LLC, dedicating minimal time to each.
Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Previous Registrations
Avatar Securities, LLCBroker
G-2 Trading,llcBroker
Assent LLCBroker
RBC Professional Trader Group LLCBroker
State Registrations41 states
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.