Chris Byrd, CFP®, MBA
VP - Financial Consultant
Representative for clients not served by a local Schwab branch.
+1 877-220-5421Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Master in Business Administration
- Series 7, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
16 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