Joseph
Byrne
Byrne Financial Freedom, LLC
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About this Advisor
Joseph Byrne is a financial advisor working in Franklin, Massachusetts who has 10 years of relevant experience. Byrne is an employee of Byrne Financial Freedom, LLC. Over the course of their career, Byrne has held roles at Lpl Financial LLC and Byrne Financial Freedom, LLC. Byrne holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to serve investors in Florida, Massachusetts, New Hampshire, Pennsylvania, Rhode Island and Texas. Byrne Financial Freedom, LLC is a financial advisory company headquartered in Franklin, MA. The firm has a total of 10 employees. It controls $290 million in assets under management among its 1,504 customer accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 1,504 accounts, 36% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The business has a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors depend on which service is offered. Fee types billed by Byrne Financial Freedom, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Byrne Financial Freedom, LLC Brokerage Details
$290,377,826
10
1,504
$193,070
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Joseph Byrne Work History
Joseph has been registered as a financial advisor for 10 years.*
Lpl Financial LLC
Byrne Financial Freedom, LLC
*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 Joseph Byrne 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 Byrne Financial Freedom, LLC
Franklin, MA
Franklin, MA
Franklin, MA
Franklin, MA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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