UBS Financial Services
47yrs
Top advisor by experience at UBS Financial Services
30yrs
David Byrd has worked in the financial industry for 30 years and is a fiduciary financial advisor based in Dallas, Texas. After 13 years at Merrill, David joined Raymond James & Associates in 2010, a firm offering financial planning, investment management, and retirement plan consulting. Raymond James & Associates reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 3926 advisors with offices in Dallas, and one of 3530 fiduciaries.
At a glance
Experience30 years (since 1996)
How that compares ?Top 13% by experience in Texas
Office200 Crescent Court Suite 550, Dallas, TX 75201
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$788,879
Advisors at the firm5,796
States licensed ?1 state
Services through Raymond James & Associates
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2010 – nowRaymond James & Associates, Inc.Current firm
- 1996 – 2010MerrillPreviously
Contact David
(727) 567-1000Firm headquarters in St. Petersburg, FL. Ask for David. 200 Crescent Court Suite 550Dallas, TX 75201Office · Get directions Firm websiteHTTPS://WWW.ALEXBROWN.COM
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Questions to ask David
Tailored to David’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About David
How do I contact David?
Call Raymond James & Associates at (727) 567-1000 and ask for David Byrd. David works from the Dallas, TX office.
How long has David been a financial advisor?
David has been in the industry since 1996, about 30 years. Top 13% by experience in Texas.
What licenses does David hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
Raymond James & Associates reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask David for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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