Justin Byram (CRD# 6883540) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Plymouth, MN and has over 5 years of experience in the finance industry. Justin Byram has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 4618120
Thrivent Advisor Network, LLC
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Wealth Enhancement Group | Plymouth, MN | Jul 2021 - Current | 2 |
Wealth Enhancement Advisory Services | Plymouth, MN | Jul 2021 - Current | 2 |
Lighthouse Wealth Management | New Market, MD | Jan 2021 - Jul 2021 | < 1 |
Lighthouse Wealth Management | New Market, MD | Apr 2019 - Jan 2021 | 1 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Frederick, MD | Jul 2018 - May 2019 | < 1 |
Bank Of America, N.a. | Frederick, MD | Sep 2018 - Apr 2019 | < 1 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Frederick, MD | Nov 2017 - May 2018 | < 1 |
Rsm | Frederick, MD | Jun 2015 - Nov 2017 | 2 |
Kemper Sport Management | Ijamsville, MD | May 2016 - Sep 2016 | < 1 |
Mount St Mary's University | Emmitsburg, MD | Aug 2012 - May 2016 | 3 |
Washington County Rec Department | Hagerstown, MD | Jun 2011 - Jun 2015 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jun 2018 |
- MD
-
Total Assets Under Management72,025MILLIONS
-
Total Number of Accounts154,394ACCOUNTS
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Average Account Value$466,499
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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