Byron L. Studdard

STUDDARD FINANCIAL

GERMANTOWN, TN 38138

Some features on this profile are disabled

CRD#: 2368317

Professional summary

Byron Lee Studdard, CFP® is a registered financial advisor currently at STUDDARD FINANCIAL, LLC located in Germantown, Tennessee.

Byron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Byron has worked at 9 firms and has passed the Series 63, Series 7 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.

1.OWNER OF RENTAL UNITS MAVERICK PROPERTIES, LLC 5250 Hyland Hills, Unit 1512 Sarasota, FL 34241, Owner, 1 hour per week 0.5 of which is during hours of market open 2. Colonial INvestors LLC, Not investment related, 5250 Hyland Hills, Unit 1512, Sarasota, FL 34241, Real Estate Investments, 50% owner, June 1, 2019, 10 hours per month, owner.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Byron Lee Studdard'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®

CFP^®

Certified Financial Planner

Start date: 1997

Experience

Current

June 5, 2012 - Present

STUDDARD FINANCIAL, LLC

Office #1: 1922 Exeter Rd Suite 23, Germantown, TN 38138

RIA

CRD#: 161145

GERMANTOWN, TN

Past

November 4, 2010 - January 3, 2011

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

VENICE, FL

Past

January 28, 2010 - October 3, 2012

FIRST SECURITY CAPITAL MANAGEMENT LLC

RIA

CRD#: 148345

VENICE, FL

Past

October 14, 2003 - January 19, 2010

AMERICAN PORTFOLIOS ADVISORS, INC

RIA

CRD#: 112697

HOLBROOK, NY

Past

September 10, 2003 - November 5, 2010

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

CRD#: 18487

VENICE, FL

Past

March 10, 2003 - August 29, 2003

LEGEND ADVISORY, LLC

RIA

CRD#: 104761

MEMPHIS, TN

Past

May 1, 2002 - August 29, 2003

LEGEND EQUITIES CORPORATION

CRD#: 30999

PALM BEACH GARDENS, FL

Past

June 28, 1993 - May 10, 2002

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

June 28, 1993 - May 10, 2002

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

Florida
(6/5/2012)

IAR

Tennessee
(6/26/2013)

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

Series 63

Date: 6/30/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 6/26/1993

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 3/17/2000

General Securities Principal Examination

Current Firm

STUDDARD FINANCIAL, LLC

STUDDARD FINANCIAL | STUDDARD FINANCIAL, LLC

CRD#: 161145 / SEC#:

Florida

Registered Investment Advisory firm - (6/5/2012 Approved)

Tennessee

Registered Investment Advisory firm - (6/25/2013 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

1922 Exeter Rd Suite 23, Germantown, TN 38138

Mailing Address

Phone number

(901) 355-4713

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	145
AUM (Assets Under Management)	$ 19,563,852

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.

Similar Advisors

Stacey Hyde

ENVISION FINANCIAL PLANNING, LLC

IAR

Memphis, TN

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Byron L. Studdard

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Byron Lee Studdard's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

FIRST SECURITY CAPITAL MANAGEMENT LLC

AMERICAN PORTFOLIOS ADVISORS, INC

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

LEGEND ADVISORY, LLC

LEGEND EQUITIES CORPORATION

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 6/30/1993

Series 7

Date: 6/26/1993

Series 24

Date: 3/17/2000

Current Firm

STUDDARD FINANCIAL, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

STUDDARD FINANCIAL, LLC

TRUST BUT VERIFY

Similar Advisors