Michael
Byrne
Equity Services, Inc
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About this Advisor
Michael Byrne is a financial advisor based out of Irvine, California, with a total of 2 years of industry experience. Byrne is on the advisory team at Equity Services, Inc. Their career trajectory has included roles at Thrivent Investment Managment Inc, Thrivent Financial For Lutherans, Mass Mutual, Mml Investor Services, True Path Financial and Equity Services, Inc. Byrne maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in California. Equity Services, Inc is a registered investment business based in Montpelier, VT. The investment advisory business has offices in 220 locations and a total of 440 employees. It handles $2 billion in assets across its 11,317 accounts, making it one of the largest firms in the country by assets under management. The firm advises five charities and foundations. Of its 11,317 customer accounts, 23% are associated with high-net-worth clients who have greater than $1 million in assets. Equity Services, Inc has a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Financial advisory fees typically are based on which service is provided. Fee types billed by Equity Services, Inc most likely are comprised of any blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Equity Services, Inc Brokerage Details
$1,866,892,398
440
11,317
$164,964
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
Michael has been registered as a financial advisor for 2 years.*
Equity Services, Inc
True Path Financial
Mml Investor Services
Mass Mutual
Thrivent Investment Managment Inc
Thrivent Financial For Lutherans
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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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