Michael
Byrne
Equity Services, Inc
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About this Advisor
Michael Byrne is a financial advisor based in Irvine, California, working with Equity Services, Inc. Michael has previously held positions at Thrivent Investment Management Inc, Thrivent Financial For Lutherans, Mass Mutual, Mml Investor Services, True Path Financial, and Equity Services, Inc. Michael has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Michael is part of Equity Services, Inc, which operates out of Irvine, California. The firm has 230 offices and 450 employees. The firm manages assets totaling $2.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Equity Services, Inc includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Equity Services, Inc Brokerage Details
$2,124,751,345
450
11,558
$183,834
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Michael Byrne Work History
Equity Services, Inc
True Path Financial
Mml Investor Services
Mass Mutual
Thrivent Investment Managment Inc
Thrivent Financial For Lutherans
Disclosures
Please visit the SEC profile of Michael Byrne to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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