Kelli M. Byrd

BPW ADVISORY SERVICES LLC

HOUSTON, TX 77056

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CRD#: 7973130

Professional summary

Kelli Mccorkle Byrd, who also goes by Kelli D Byrd, Kelli Byrd, Kelli D Mccorkle, Kelli Dawn Mccorkle, Kelli Mccorkle, is a registered financial advisor currently at BPW ADVISORY SERVICES LLC located in Houston, Texas.

Kelli is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Kelli has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kelli D Byrd | Kelli Byrd | Kelli D Mccorkle | Kelli Dawn Mccorkle | Kelli Mccorkle

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.

CPA, Partner with Wade & Company, LLP. Kelli McCorkle Byrd is the registered agent of several entities: KVJ Investments LLC (previous shareholder with no current ownership), MBGB Investments (sole owner with no activity at this time), McCoil Inc, McCorkle Insurance Services Inc, Texas Gulf Restoration LLC, and Insure this Boat LLC. KVJ Investments LLC owns Virgil E Smith Insurance Services.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kelli Mccorkle 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

November 21, 2024 - Present

BPW ADVISORY SERVICES LLC

Office #1: 770 S Post Oak Lane Ste 101, Houston, TX 77056

RIA

CRD#: 332779

HOUSTON, TX

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
(11/21/2024)

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: 2/13/2024

Uniform Investment Adviser Law Examination

Current Firm

BPW ADVISORY SERVICES LLC

CRD#: 332779 / SEC#:

Texas

Registered Investment Advisory firm - (11/21/2024 Approved)

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Contact information

Main Address

770 S Post Oak Lane Ste 101, Houston, TX 77056

Mailing Address

Phone number

(713) 622-3900

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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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Kelli M. Byrd

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kelli Mccorkle Byrd's CRS (Customer Relationship Summary).

Certified licenses

Experience

BPW ADVISORY SERVICES LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/13/2024

Current Firm

BPW ADVISORY SERVICES LLC

Contact information

Documents

Red Flags

Company Information

BPW ADVISORY SERVICES LLC

TRUST BUT VERIFY

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