Byron Richard Ison
Investment adviser representative at Sequent Planning, LLC
14 yearsExperience
1 stateRegistered in
$589.5MFirm assets
8 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
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Sequent Planning, LLCJun 2025 to now
- Protective Wealth AdvisorsMar 2020 to now
- Optivise Advisory Services, LLCDec 2024 to Jun 2025
- First Advisors National, LLCOct 2024 to Dec 2024
- Securities Solutions GroupFeb 2012 to Jul 2024
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (FL).
Sequent Planning, LLC
$589.5MAssets managed
6,015Clients
99Advisers
8 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
- 7988459
- Firm CRD
- 160381