MB
ChFC
MB
ChFC

Monte Craig Byrd

37 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
567 clients
Average Client Portfolio
$483K average
Assets Under Management
$274.0M

Fee Structure

Minimum Investment:None
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Location

18 N. Harris Street, Bellville, TX, 77418

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Monte is an independent insurance agent and involved in estate planning through M.C. Byrd Company. This activity takes about half of his time.

Employment History
Current Registrations
M.C. Byrd Wealth Management, LLC
September 2009 - Present · 16 yrs 5 mos
Previous Registrations
LPL Financial LLCBroker
January 1998 - January 2016 · 18 yrs
LPL Financial Corporation
January 1998 - October 2010 · 12 yrs 9 mos
Walnut Street Securities, INC.Broker
April 1993 - January 1998 · 4 yrs 9 mos
Lincoln Investment Planning, INC.Broker
July 1990 - April 1993 · 2 yrs 9 mos
Capital Analysts, IncorporatedBroker
January 1988 - June 1990 · 2 yrs 5 mos
State Registrations2 states
LATX
Advisor
Exams
No exam information available for this advisor.
Monte Craig Byrd - Financial Advisor | TrueAdvisor