Stephen Byrd, financial advisor Mansfield TX

Stephen Byrd

CRD Number: 1047418
Current Firm: Primerica Advisors

Stephen Byrd (CRD# 1047418) is an Investment Advisor Representative working at Primerica Advisors in Mansfield, TX and has over 41 years of experience in the finance industry.

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Company Name Location Dates Years
Primerica Financial Services Mansfield, TX Feb 1991 - Current 33
Pfs Investments Inc. Mansfield, TX Apr 1982 - Current 41
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1982
S65 NASAA Investment Advisors Law Examination Mar 2011
Contact Info for Stephen A. Byrd
Phone Number: 833-786-0550
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    7,088
    MILLIONS
  • Total Number of Accounts
    56,552
    ACCOUNTS
  • Average Account Value
    $125,337
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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