Kelli Byrd is a registered investment advisor at Bpw Advisory Services LLC, based in Houston, TX, with 1 years of industry experience. Kelli operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
770 S Post Oak Lane, Ste 101, Houston, TX, 77056
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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
Kelli is a CPA and partner with Wade & Company, LLP. She is also the registered agent of several entities, including McCorkle Insurance Services Inc and Virgil E Smith Insurance Services, which indicates involvement in insurance-related activities.
Employment History
Current Registrations
Bpw Advisory Services LLC
State Registrations1 state
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