BI
BI

Byron Richard Ison

1 Year of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningInsurance PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
74 advisors
Number of Clients
5,102 clients
Average Client Portfolio
$77K average
Assets Under Management
$394.7M

Fee Structure

Minimum Investment:None
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Location

Wesley Chapel, FL

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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 Owner/Managing Partner of Protective Financial Group and Retirement Together Insurance, providing insurance services since 2012. This activity takes nearly all of Byron's time.

Employment History
Current Registrations
Sequent Planning, LLC
July 2025 - Present · 7 mos
Previous Registrations
Optivise Advisory Services LLC
January 2025 - July 2025 · 6 mos
First Advisors National, LLC
October 2024 - December 2024 · 2 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.