Byron Pogir is a registered investment advisor at Newfront Retirement Services, INC., based in Oakland, CA, with 14 years of industry experience. Byron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 106 clients with $1B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
22 advisors
IM Fee
Planning only
Assets Under Management
$1.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $500/hr
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Location
Oakland, CA
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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.
Learn about disclosures →Employment History
Current Registrations
Newfront Retirement Services, INC.
May 2024 - Present · 1 yr 11 mos
Previous Registrations
Global Retirement Partners LLC
April 2019 - April 2024 · 5 yrs
LPL Financial LLCBroker
January 2019 - February 2024 · 5 yrs 1 mo
Citicorp Investment Services
January 2003 - February 2006 · 3 yrs 1 mo
Citicorp Investment ServicesBroker
November 2002 - February 2006 · 3 yrs 3 mos
Salomon Smith Barney INC.
May 1999 - December 2002 · 3 yrs 7 mos
Salomon Smith Barney INC.Broker
September 1998 - December 2002 · 4 yrs 3 mos
State Registrations1 state
CA
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.