Kindra
Byerly
Osaic Advisory Services, LLC
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About this Advisor
Kindra Byerly is a financial advisor based in Atlanta, Georgia, working with Osaic Advisory Services, LLC. Kindra has previously held positions at Bloomfield Hills Financial, First Allied Securities, Inc, First Allied Advisory Services, Inc, Sageview Advisory Group, LLC, Cetera Advisors LLC, Cetera Investment Advisers LLC, Triad Advisors, and Triad Hybrid Solutions. Kindra has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida and Michigan. Currently, Kindra is part of Osaic Advisory Services, LLC, which operates out of Atlanta, Georgia. The firm has 155 offices and 2,582 employees. The firm manages assets totaling $4.9 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, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Osaic Advisory Services, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Osaic Advisory Services, LLC Brokerage Details
$4,938,711,328
2,582
20,269
$243,658
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Kindra Byerly Work History
Triad Advisors
Triad Hybrid Solutions
Cetera Advisors LLC
Sageview Advisory Group, LLC
Cetera Investment Advisers LLC
First Allied Advisory Services, Inc
First Allied Advisory Services
First Allied Securiites, Inc
First Allied Securities, Inc
Bloomfield Hills Financial
Disclosures
Please visit the SEC profile of Kindra Byerly to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Osaic Advisory Services, LLC
Atlanta, GA
Allentown, PA
Atlanta, GA
Allentown, PA
Knoxville, TN
Atlanta, GA
Atlanta, GA
Atlanta, GA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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