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Monte
Byrd, Owner
Monte Byrd has over twenty years experience in helping clients pursue their financial goals. A graduate of Baylor University with a BBA in Finance, Monte also holds the Chartered Financial Consultant designation from the American College. In addition, Monte is a registered securities broker and Registered Principal with LPL Financial. Monte has also earned the Accredited Investment Fiduciary® professional designation, awarded by the Center for Fiduciary Studies which is associated with the University of Pittsburgh. Monte has received formal training in investment fiduciary responsibility.
Monte@the401kShop.com |
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Tod
Byrd, Financial Consultant
Tod Holds a Bachelor of Science degree from the University of Texas at Tyler as well as the professional designation of Accredited Asset Management Specialist from the College of Financial Planning. Prior to joining The 401KShop, Tod was with a major investment firm as a Financial Consultant.
Tod@the401kShop.com |
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| Securities offered through LPL Financial, Member FINRA & SIPC. |
| Investment advice offered through M.C.Byrd Wealth Management, a registered investment advisor and separate entity from LPL Financial. |
| Investments products and services available only to residents of: Alabama (AL), Alaska (AK) , Arkansas (AR), California (CA), Colorado (CO), Florida (FL), Idaho (ID), Louisiana (LA), Maryland (MD), Missouri (MO), North Carolina (NC), Oklahoma (OK), Texas (TX), Washington (WA) |
| Fee-based advisory services are available only to residents of : Alabama (AL), Arkansas (AR), California (CA), Colorado (CO), Florida (FL), Idaho (ID), Louisiana (LA), Maryland (MD), Missouri (MO), North Carolina (NC), Oklahoma (OK), Texas (TX), Washington (WA) |
| We are licensed to sell insurance products in the following states of: Louisiana (LA), Texas (TX) |
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