Monte Craig Byrd
Investment adviser representative at M.C. Byrd Wealth Management, LLC
36 yearsExperience
2 statesRegistered in
ChFC®Designation
$294.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
36 years in the industry.
- M.C. Byrd Wealth Management, LLCJul 2009 to now
- General AmericanJun 1990 to now
- Self EmployedJun 1990 to now
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1988
State registrations
Registered as an investment adviser representative in 2 states (LA, TX).
M.C. Byrd Wealth Management, LLC
$294.2MAssets managed
557Clients
3Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1662905
- Firm CRD
- 151070