Randy Byard is a registered investment advisor, based in Sacramento, CA, with 19 years of industry experience.
Location
740 University Avenue, Sacramento, CA, 95825
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Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Capfinancial Securities, LLC.Broker
January 2021 - Present · 5 yrs 6 mos
Captrust
January 2021 - Present · 5 yrs 6 mos
Previous Registrations
Genovese Burford & Brothers Wealth and Retirement Plan Mgmt, LLC
June 2020 - March 2021 · 9 mos
Royal Alliance Associates, INC.Broker
June 2020 - February 2021 · 8 mos
Fidelity Personal and Workplace Advisors
July 2018 - June 2020 · 1 yr 11 mos
Strategic Advisers LLC
October 2008 - July 2018 · 9 yrs 9 mos
Fidelity Brokerage Services LLCBroker
August 2006 - June 2020 · 13 yrs 10 mos
State Registrations3 states
CAFLTX
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.