Karl Edgar Byrd
Portfolio Manager-Aktien bei Ballew Advisor, Inc.
Profil
Mr. Karl E.
Byrd is a Vice President at Ballew Advisor, Inc. He shareholder and one of its four senior partners.
He brings over a quarter century of experience in the financial services industry to the table.
He specializes in comprehensive financial planning, investment advisory services, and retirement plan management.
Prior to joining Ballew Wealth Management in 1988, he provided management consulting to the health care industry and financial planning to professionals and individuals.
In 1987, he earned the distinction of Certified Financial Planner, placing him among the first 10,000 CFPs in the nation.
He also holds Series 7, 24 and 63 securities licenses and is a registered principal with FINRA.
Karl was an honors scholar in business management at Mississippi State University.
He is actively involved in a number of professional organizations and is a past president of the Financial Planning Association of Mississippi.
He currently serves on the Estate Planning Council for Mississippi Baptist Health Systems.
Aktive Positionen von Karl Edgar Byrd
| Unternehmen | Position | Beginn |
|---|---|---|
Ballew Advisor, Inc.
 Ballew Advisor, Inc. Investment ManagersFinance Ballew Advisor, Inc. is a SEC-registered investment advisor headquartered in Jackson, Mississippi. The firm was founded in 1991 and is owned by S B Holding Co., Inc. through its intermediate subsidiary Security Ballew, Inc. (also known as Ballew Wealth Management). Ballew Advisor provides advisory services to the following types of clients: individuals (other than high net worth individuals), high net-worth individuals, pooled investment vehicles (other than investment companies), pension and profit sharing plans, trusts, estates, or charitable organizations, and corporations or other businesses. | Portfolio Manager-Aktien | 01.03.1991 |
Ausbildung von Karl Edgar Byrd
| Mississippi State University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
Ballew Advisor, Inc.
Ballew Advisor, Inc. Investment ManagersFinance Ballew Advisor, Inc. is a SEC-registered investment advisor headquartered in Jackson, Mississippi. The firm was founded in 1991 and is owned by S B Holding Co., Inc. through its intermediate subsidiary Security Ballew, Inc. (also known as Ballew Wealth Management). Ballew Advisor provides advisory services to the following types of clients: individuals (other than high net worth individuals), high net-worth individuals, pooled investment vehicles (other than investment companies), pension and profit sharing plans, trusts, estates, or charitable organizations, and corporations or other businesses. | Finance |
