Justin
Byram

Wealth Enhancement Advisory Services, LLC

CRD#6883540
Investment Advisor
in New Market, MD

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About this Advisor

Justin Byram is a financial advisor based in New Market, Maryland, working with Wealth Enhancement Advisory Services, LLC. Justin has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Rsm, Mount St Mary'S University, Kemper Sport Management, Washington County Rec Department, Bank Of America, N.A, Lighthouse Wealth Management, Wealth Enhancement Group, and Wealth Enhancement Advisory Services. Justin has passed the Series 66 regulatory exam and is registered to provide services in Maryland. Currently, Justin is part of Wealth Enhancement Advisory Services, LLC, which operates out of New Market, Maryland. The firm has 105 offices and manages assets totaling $72.0 billion. The firm 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, educational seminars, and other services. The fee structure at Wealth Enhancement Advisory Services, LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

164 W Main St Suite F
New Market, MD 21774

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Wealth Enhancement Advisory Services, LLC Brokerage Details

Total Assets Under Management

$72,024,609,099

MD Average: $5,289,111,388
Total Number of Accounts

154,394

MD Average: 8,262
Average Account Size

$466,499

MD Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Justin Byram Work History

2021 - Present (4 years)

Wealth Enhancement Group

2021 - Present (4 years)

Wealth Enhancement Advisory Services

2021 - 2021 (< 1 year)

Lighthouse Wealth Management

2019 - 2021 (2 years)

Lighthouse Wealth Management

2018 - 2019 (1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2018 - 2019 (1 year)

Bank Of America, N.A

2017 - 2018 (1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2016 - 2016 (< 1 year)

Kemper Sport Management

2015 - 2017 (2 years)

Rsm

2012 - 2016 (4 years)

Mount St Mary'S University

2011 - 2015 (4 years)

Washington County Rec Department

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Disclosures

Please visit the SEC profile of Justin Byram 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 Wealth Enhancement Advisory Services, LLC

Peter Demartino
Los Angeles, CA
Eric Grafnitz
Minneapolis, MN
Kendra Baranko
Minneapolis, MN
Jesse Hughes
Jackson, MO
Katelyn Fussell
Minneapolis, MN
Matthew Dorsey
Minneapolis, MN
Daniel Frederickson
Minneapolis, MN
Maura Mallaney
Parsippany, NJ

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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