Monte
Byrd
M.C. Byrd Wealth Management, LLC
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About this Advisor
Monte Byrd is a chartered financial consultant working out of Bellville, Texas with a total of 14 years of industry experience. Byrd is on the advisory team at M.C. Byrd Wealth Management, LLC. Throughout their career, Byrd has worked at General American, Linsco/Private Ledger Corp and M.C. Byrd Wealth Management, LLC. Byrd maintains a Series 63 license, certifying them as a securities agent, and is approved to operate in Louisiana and Texas. M.C. Byrd Wealth Management, LLC is a company that has its headquarters in Bellville, TX. It oversees $232 million in assets under management across its 937 customer accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 937 client accounts, just 7% belong to high-net-worth clients who have greater than $1 million in assets available to invest. M.C. Byrd Wealth Management, LLC provides a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors are based on which services the firm provides the client. Fees billed by M.C. Byrd Wealth Management, LLC can be comprised of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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M.C. Byrd Wealth Management, LLC Brokerage Details
$232,366,128
6
937
$247,989
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Monte Byrd Work History
Monte has been registered as a financial advisor for 14 years.*
M.C. Byrd Wealth Management, LLC
General American
Linsco/Private Ledger Corp
*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 Monte 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 M.C. Byrd Wealth Management, LLC
Bellville, TX
Bellville, TX
Yonkers, NY
Bellville, TX
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