Tammy
Byrd

Gaddis Premier Wealth Advisors LLC

CRD#3265475
Investment Advisor
in Durant, OK

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About this Advisor

Tammy Byrd is a financial advisor based in Durant, Oklahoma, working with Gaddis Premier Wealth Advisors LLC. Tammy has previously held positions at Gaddis & Gaddis Wealth Management and Gaddis Premier Wealth Advisors. Tammy has passed the Series 65 regulatory exam and is registered to provide services in Oklahoma. Currently, Tammy is part of Gaddis Premier Wealth Advisors LLC, which operates out of Durant, Oklahoma. The firm has 6 offices and 16 employees. The firm manages assets totaling $278.6 million 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, and selection of other advisers. The fee structure at Gaddis Premier Wealth Advisors LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

202 W Main
Durant, OK 74701

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Gaddis Premier Wealth Advisors LLC Brokerage Details

Total Assets Under Management

$278,595,209

OK Average: $681,523,814
Total Number of Employees

16

OK Average: 15
Total Number of Accounts

1,907

OK Average: 642
Average Account Size

$146,091

OK Average: $1,061,564

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Tammy Byrd Work History

2022 - Present (2 years)

Gaddis Premier Wealth Advisors

2006 - 2022 (16 years)

Gaddis & Gaddis Wealth Management

Disclosures

Please visit the SEC profile of Tammy Byrd 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 Gaddis Premier Wealth Advisors LLC

Derek Hines
Durant, OK
Jordan Haddox
Durant, OK
Leah Brooks
Durant, OK
Teresa Adams
Denison, TX
Dave Reed
Durant, OK
Tammy Byrd
Durant, OK
Leigh Gaddis
Durant, OK
Roger Gaddis
Durant, OK

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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