Chris Byrd, CFP®, MBA

VP - Financial Consultant

Representative for clients not served by a local Schwab branch.

+1 877-220-5421

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Master in Business Administration
  • Series 7, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

14 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2020-present
  • Wealth Manager, USAA, 2016-2020
  • Private Client Banker, JP Morgan Securities, LLC, 2016-2016
  • Regional Sales Consultant, Motif Investing, 2015-2015
  • Wealth Advisor, USAA, 2008-2015

Education

  • MBA, University of San Diego
  • BA, Cleveland State University
  • IC2 Certification, University of Austin Texas

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