Edith Moreno

M.C. Byrd Wealth Management, LLC

7 Years of Experience

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Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation PlanningFinancial Planning & Coaching

M.C. Byrd Wealth Management, LLC

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

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.

Employment History

Current Registrations

M.C. Byrd Wealth Management, LLC

April 2018 - Present · 7 yrs 10 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.