William W. Byrum
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
William Winston Byrum JR, who also goes by William Winston Byrum, was a registered financial professional .
William is a previously registered financial professional and started their career in finance in 1983. William had worked at 8 firms and has passed the Series 65, Series 63, Series 7 and Series 3 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 7, 2015 - November 2, 2020
BYRUM PORTFOLIO MANAGEMENT
July 22, 2003 - November 29, 2004
SAWTELLE FINANCIAL MANAGEMENT
May 11, 1999 - July 23, 2003
VOYA FINANCIAL PARTNERS, LLC
May 10, 1999 - September 25, 2000
AETNA FINANCIAL SERVICES, INC.
May 10, 1999 - July 23, 2003
VOYA FINANCIAL PARTNERS, LLC
October 7, 1998 - April 27, 1999
VALIC FINANCIAL ADVISORS, INC.
July 28, 1988 - April 27, 1999
THE VARIABLE ANNUITY MARKETING COMPANY
April 15, 1986 - July 27, 1988
CHOICE INVESTMENTS, INC.
January 19, 1983 - March 25, 1986
UBS FINANCIAL SERVICES INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
BYRUM PORTFOLIO MANAGEMENT
CRD#: 132483 / SEC#:
Contact information
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
