Markus G. Byrd

CANDOR WEALTH MANAGEMENT

Dallas, TX 75254

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CRD#: 2177376

Professional summary

Markus Gracen Byrd is a registered financial advisor currently at CANDOR WEALTH MANAGEMENT, LLC located in Dallas, Texas.

Markus is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Markus has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 51 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Markus Gracen Byrd is an independent licensed insurance agent.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Markus Gracen Byrd's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 16, 2024 - Present

CANDOR WEALTH MANAGEMENT, LLC

Office #1: 5220 Spring Valley Road Suite 505, Dallas, TX 75254

RIA

CRD#: 329951

Dallas, TX

Past

April 19, 2016 - April 15, 2024

KESTRA ADVISORY SERVICES, LLC

RIA

CRD#: 283330

DALLAS, TX

Past

April 8, 2014 - September 22, 2016

KESTRA INVESTMENT SERVICES, LLC

RIA

CRD#: 3960

WORCESTER, MA

Past

November 27, 1991 - October 6, 1999

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

November 27, 1991 - October 6, 1999

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(5/16/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/21/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/7/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/26/1991

General Securities Representative Examination

Principal/Supervisory Exam

Series 51

Date: 6/16/2005

Municipal Fund Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 2/3/2004

General Securities Principal Examination

Current Firm

CANDOR WEALTH MANAGEMENT, LLC

CRD#: 329951 / SEC#:

Texas

Registered Investment Advisory firm - (5/16/2024 Approved)

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Contact information

Main Address

5220 Spring Valley Road Suite 505, Dallas, TX 75254

Mailing Address

Phone number

(214) 420-4233

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	133
AUM (Assets Under Management)	$ 56,356,122

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.

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Advisor Monitoring

Firm Stability Insights

Markus G. Byrd

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Markus Gracen Byrd's CRS (Customer Relationship Summary).

Certified licenses

Experience

KESTRA ADVISORY SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

INVEST FINANCIAL CORPORATION

INVEST FINANCIAL CORPORATION

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

INVEST FINANCIAL CORPORATION

INVEST FINANCIAL CORPORATION

VERAVEST INVESTMENT ADVISORS, INC.

VERAVEST INVESTMENTS, INC.

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/21/1999

Series 63

Date: 1/7/1992

SIE

Date: 10/1/2018

Series 7

Date: 11/26/1991

Series 51

Date: 6/16/2005

Series 24

Date: 2/3/2004

Current Firm

CANDOR WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CANDOR WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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