Christopher Byrd
Christopher Byrd is a registered investment advisor at Schwab Wealth Advisory, INC., based in Westlake, TX, with 17 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
SWAI does not directly charge clients for investment advice. Schwab pays SWAI a fee for the investment advice provided to SWA Accounts. SWAI Representatives provide periodic recommendations to clients about how to allocate assets and which securities to buy, sell and hold in a SWA account.
Location
3000 Schwab Way, Westlake, TX, 76262
Get directionsHistory
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 Activities
Christopher is a passive partner in Byrd Craft, LLC, a clothing and jewelry distributor, since 2022. He spends minimal time on this activity, with his wife being the active partner.
Employment History
Current Registrations
Schwab Wealth Advisory, INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
Charles Schwab & CO., INC.
USAA Investment Management Company
USAA Financial Advisors, INC.Broker
USAA Financial Planning Services
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Motif Investing, INC.Broker
USAA Financial Planning Services
USAA Financial Advisors, INC.Broker
J.P. Morgan Securities INC.Broker
State Registrations53 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.