Securian Financial Services, Inc
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About this Advisor
James Byrne is an advisor who lives in Belmar, New Jersey. Currently an advisor at Securian Financial Services, Inc, they have accumulated 11 years of experience as a registered advisor. Byrne maintains Series 63 and Series 66 licenses, qualifying them as a securities representative. Byrne can serve clients based out of New Jersey. Throughout their career, they have worked at Morgan Stanley Smith Barney, Montclair Golf Club, Merrill Lynch, Axa Advisors, LLC, Securian Financial Services Inc, Minnesota Life Insurance Co and Mid Atlantic Resource Group. Securian Financial Services, Inc is located in Belmar, New Jersey, and has 172 other brick-and-mortar locations in the country. As a firm, Securian Financial Services, Inc oversees $10 billion in assets throughout 39,256 accounts and employs more than 1,635 people. The firm's total assets under management places it among the largest investment advisory firms in the nation. The firm manages 10,216 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 15% of the advisor firm's clients are high-net-worth individuals, meaning they have greater than $1 million in capital. Securian Financial Services, Inc can offer 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 firm may charge clients asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Securian Financial Services, Inc Brokerage Details
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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
James Byrne Work History
James has 12 years of experience.
Securian Financial Services Inc
Minnesota Life Insurance Co
Mid Atlantic Resource Group
Axa Advisors, LLC
Morgan Stanley Smith Barney
Montclair Golf Club
James Byrne has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Securian Financial Services, Inc
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