Aaron
Byrkit
Bland Garvey Wealth Advisors, LLC
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About this Advisor
Aaron Byrkit is a certified financial planner operating out of Richardson, Texas with a total of 8 years of industry experience. Byrkit works at Bland Garvey Wealth Advisors, LLC. The advisor has gained experience at Ubs Financial Services Inc and Bland Garvey Wealth Advisors, LLC. Byrkit maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to advise clients in Texas. Bland Garvey Wealth Advisors, LLC is a company that has its headquarters in Richardson, TX. It handles $167 million in assets between its 320 client accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. Of its 320 accounts, 51% are held by high-net-worth clients who have at least $1 million in assets available to invest. Bland Garvey Wealth Advisors, LLC offers a broad set of services, including portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Fees for financial management usually are based on the type of financial services provided. However, fees charged by Bland Garvey Wealth Advisors, LLC can be comprised of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bland Garvey Wealth Advisors, LLC Brokerage Details
$166,723,295
5
320
$521,010
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Aaron Byrkit Work History
Aaron has been registered as a financial advisor for 8 years.*
Bland Garvey Wealth Advisors, LLC
Ubs Financial Services Inc
*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 Aaron Byrkit 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 Bland Garvey Wealth Advisors, LLC
Richardson, TX
Richardson, TX
Richardson, TX
Richardson, TX
Richardson, TX
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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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.
