Tamika Nashae Byrd
Investment adviser representative at LPL Financial LLC
13 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
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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
- Seminars and workshops
Experience
13 years in the industry.
- LPL Financial LLCAug 2024 to now
- RBC Capital Markets, LLCSep 2023 to Aug 2024
- Figure Securities, Inc.Feb 2023 to Jul 2023
- Figure Technologies, Inc.Feb 2023 to Jul 2023
- Morgan StanleyJun 2018 to Feb 2023
- Massachusetts Mutual Life Insurance CompanyApr 2014 to May 2018
- MML Investors Services LLCApr 2014 to May 2018
- MML Strategic Distributors LLCApr 2014 to May 2018
- Independent ContractorOct 2013 to Sep 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (AZ).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 4144888
- Firm CRD
- 6413