BH
CFP · ChFC
BH
CFP · ChFC

Byron Wendell Harlan

17 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
108 advisors
Number of Clients
6,671 clients
Average Client Portfolio
$573K average
Assets Under Management
$3.8B

Fee Structure

Minimum Investment:$5.5K
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Location

1240 India Street Unit 1402, San Diego, CA, 92101

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History

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.

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Other Business ActivitiesSells Insurance

Byron is the successor trustee to his mother's trust, provides life, disability, and long-term care contracts, and is an IAR at New World Financial providing investment advice. He also serves as an alumni ambassador for UC Irvine, contributes to the San Diego Union-Tribune, and is a member of the San Diego County Tax Payers Association.

Employment History
Current Registrations
Nwf Advisory Services INC
June 2018 - Present · 7 yrs 8 mos
Osaic Wealth, INC.Broker
June 2018 - Present · 7 yrs 8 mos
Previous Registrations
MML Investors Services, LLCBroker
March 2017 - April 2018 · 1 yr 1 mo
MML Investors Services, LLC
March 2017 - April 2018 · 1 yr 1 mo
Msi Financial Services, INC.
September 2008 - March 2017 · 8 yrs 6 mos
Msi Financial Services, INC.Broker
January 2008 - March 2017 · 9 yrs 2 mos
State Registrations12 states
AZCACOFLILMDMINMNYPATXWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Byron Wendell Harlan - Financial Advisor | TrueAdvisor