Karl Edgar Byrd

Portfolio Manager-Equities at Ballew Advisor, Inc.

Finance

Consumer Services

Profile

Mr. Karl E.
Byrd is a Vice President at Ballew Advisor, Inc. He shareholder and one of its four senior partners.
He brings over a quarter century of experience in the financial services industry to the table.
He specializes in comprehensive financial planning, investment advisory services, and retirement plan management.
Prior to joining Ballew Wealth Management in 1988, he provided management consulting to the health care industry and financial planning to professionals and individuals.
In 1987, he earned the distinction of Certified Financial Planner, placing him among the first 10,000 CFPs in the nation.
He also holds Series 7, 24 and 63 securities licenses and is a registered principal with FINRA.
Karl was an honors scholar in business management at Mississippi State University.
He is actively involved in a number of professional organizations and is a past president of the Financial Planning Association of Mississippi.
He currently serves on the Estate Planning Council for Mississippi Baptist Health Systems.

Karl Edgar Byrd active positions

Companies	Position	Start
Ballew Advisor, Inc. Ballew Advisor, Inc. Investment ManagersFinance Ballew Advisor, Inc. is a SEC-registered investment advisor headquartered in Jackson, Mississippi. The firm was founded in 1991 and is owned by S B Holding Co., Inc. through its intermediate subsidiary Security Ballew, Inc. (also known as Ballew Wealth Management). Ballew Advisor provides advisory services to the following types of clients: individuals (other than high net worth individuals), high net-worth individuals, pooled investment vehicles (other than investment companies), pension and profit sharing plans, trusts, estates, or charitable organizations, and corporations or other businesses.	Portfolio Manager-Equities	1991-02-28

All active positions of Karl Edgar Byrd

Training of Karl Edgar Byrd

Mississippi State University

Undergraduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of Karl Edgar Byrd's experience

Connections

1st degree connections

1st degree companies

Male

Female

Members of the board

Executives

See the personal network

Linked companies

Private companies	1
Ballew Advisor, Inc. Ballew Advisor, Inc. Investment ManagersFinance Ballew Advisor, Inc. is a SEC-registered investment advisor headquartered in Jackson, Mississippi. The firm was founded in 1991 and is owned by S B Holding Co., Inc. through its intermediate subsidiary Security Ballew, Inc. (also known as Ballew Wealth Management). Ballew Advisor provides advisory services to the following types of clients: individuals (other than high net worth individuals), high net-worth individuals, pooled investment vehicles (other than investment companies), pension and profit sharing plans, trusts, estates, or charitable organizations, and corporations or other businesses.	Finance