Karl E. Byrd

BALLEW ADVISORS

Jackson, MS 39211

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CRD#: 874943

Professional summary

Karl Edgar Byrd, CFP® is a registered financial advisor currently at BALLEW ADVISORS INC located in Jackson, Mississippi.

Karl is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1979. Karl has worked at 5 firms and has passed the Series 63, SIE, Series 7, Series 1 and Series 24 exams.

Question & Answer

What are your service offerings?

Employee and Employer Plan Ben...

Estate Planning

Investment Planning

Retirement Planning

Comprehensive Financial Planni...

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Karl Edgar Byrd's CRS (Customer Relationship Summary).

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: 1987

Experience

Current

August 1, 1995 - Present

BALLEW ADVISORS INC

Office #1: 100 Vision Drive Suite 325, Jackson, MS 39211

RIA

CRD#: 110522

Jackson, MS

Past

August 20, 2002 - December 31, 2002

CHOICES INC

RIA

CRD#: 110524

JACKSON, MS

Past

September 22, 1993 - December 23, 2025

BALLEW INVESTMENTS, INC.

CRD#: 32028

JACKSON, MS

Past

April 12, 1985 - September 22, 1993

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

ST. PETERSBURG, FL

Past

December 13, 1979 - April 15, 1985

NEW ENGLAND SECURITIES

CRD#: 615

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BALLEW ADVISORS INC

BALLEW ADVISORS INC | CONSILIUM CAPITAL, LLC | BALLEW RUSSELL INC

CRD#: 110522 / SEC#: 801-38978

RIA

Registered Investment Advisory firm - (6/21/1991 Approved)

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

Mississippi
(7/25/1997)

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: 5/10/1985

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: 7/19/1986

General Securities Representative Examination

General Industry/Product Exam

Series 1

Date: 12/6/1979

Registered Representative Examination

Principal/Supervisory Exam

Series 24

Date: 9/29/1995

General Securities Principal Examination

Current Firm

BALLEW ADVISORS INC

BALLEW ADVISORS INC | CONSILIUM CAPITAL, LLC | BALLEW RUSSELL INC

CRD#: 110522 / SEC#: 801-38978

RIA

Registered Investment Advisory firm - (6/21/1991 Approved)

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Contact information

Main Address

100 Vision Drive Suite 325, Jackson, MS 39211

Mailing Address

Phone number

(601) 368-3500

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BALLEW ADVISORS, INC. FIRM BROCHURE FOR ACCOUNTS AT FIDELITY (3/21/2025)

Regulatory assets under management

Total Number of Accounts	1,752
AUM (Assets Under Management)	$ 1,101,192,631

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.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Karl E. Byrd

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Karl Edgar Byrd's CRS (Customer Relationship Summary).

Certified licenses

Experience

CHOICES INC

BALLEW INVESTMENTS, INC.

RAYMOND JAMES FINANCIAL SERVICES, INC.

NEW ENGLAND SECURITIES

Primary Firm SEC Registration

BALLEW ADVISORS INC

State Registrations and Notice Filings

Exams

Series 63

Date: 5/10/1985

SIE

Date: 10/1/2018

Series 7

Date: 7/19/1986

Series 1

Date: 12/6/1979

Series 24

Date: 9/29/1995

Current Firm

BALLEW ADVISORS INC

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BALLEW ADVISORS INC

TRUST BUT VERIFY

Contact information

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