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Tammy Jo Byrd

GADDIS PREMIER WEALTH ADVISORS LLC·DURANT, Oklahoma
Series 65Clean record2 years registeredGADDIS PREMIER WEALTH ADVISORS LLC
202 W MAIN, DURANT, OK 74701CRD# 3265475Firm CRD# 317837

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Tammy Jo Byrd · DURANT, OK
Registration
CRD #3265475 · GADDIS PREMIER WEALTH ADVISORS LLC · 2 years registered
Brand Profile
Not yet started
01

Career History

GADDIS PREMIER WEALTH ADVISORS LLC
Feb 2024 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · February 21, 2024
Years registered · 2
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
GADDIS PREMIER WEALTH ADVISORS LLC
CRD 317837 · SEC 801-125772
AUM
$279M
Regulatory assets under management
Employees
16
1,907 client accounts
Services offered by GADDIS PREMIER WEALTH ADVISORS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at GADDIS PREMIER WEALTH ADVISORS LLC →
Introduction

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Frequently Asked Questions

What services does Tammy Jo Byrd offer?
Tammy Jo Byrd specializes in Financial Planning, Investment Management. Contact their office in DURANT, Oklahoma for a consultation.
What are Tammy Jo Byrd's credentials?
Tammy Jo Byrd is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Tammy Jo Byrd located?
Tammy Jo Byrd is based in DURANT, Oklahoma, working with GADDIS PREMIER WEALTH ADVISORS LLC. Their office serves clients in the DURANT metropolitan area and surrounding communities.
How does Tammy Jo Byrd charge for services?
Tammy Jo Byrd's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GADDIS PREMIER WEALTH ADVISORS LLC?
GADDIS PREMIER WEALTH ADVISORS LLC has approximately 16 employees and manages $279M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at GADDIS PREMIER WEALTH ADVISORS LLC

Leigh Ann Gaddis
DURANT, OK
Roger Dale Gaddis
DURANT, OK
CFP
Derek Jonathon Hines
DURANT, OK
Dave Allan Reed
DURANT, OK
Teresa Marie Adams
DURANT, OK

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Oklahoma
TULSA (131)OKLAHOMA CITY (107)EDMOND (16)BARTLESVILLE (13)ARDMORE (5)PONCA CITY (3)BETHANY (3)GROVE (1)CLINTON (1)NORMAN (1)
City Guides
TULSA GuideOKLAHOMA CITY GuideEDMOND GuideBARTLESVILLE GuideARDMORE Guide
Research
Advisor Fees in OklahomaNational Fee Analysis
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