Advisor at Gaddis Premier Wealth Advisors LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Gaddis Premier Wealth Advisors LLC
Location
Durant, OK 74701
Credentials
Series 65
Industry experience
2 years
Tammy Byrd is a financial advisor at Gaddis Premier Wealth Advisors LLC with 18 years of industry experience, including her current role since 2022 and prior work at Gaddis & Gaddis Wealth Management from 2006 to 2022. She holds the Series 65 designation. Outside of her advisory work, she is involved in sales of Avon cosmetic products and Legal Shield insurance services. Gaddis Premier Wealth Advisors LLC provides discretionary wealth management and financial planning to individuals, high-net-worth clients, trusts, estates, and businesses. The firm uses model-based portfolio management and fundamental analysis to construct portfolios from mutual funds, ETFs, stocks, and bonds, offering a long-term orientation with flexibility for tactical trades.
Based on Gaddis Premier Wealth Advisors LLC
Based on Gaddis Premier Wealth Advisors LLC
Fixed fee engagements up to $10,000 for one-time financial planning or up to $10,000 per annum for ongoing financial planning services
Up to 2% of assets under management per annum
Certain advisory persons receive commissions as registered representatives and insurance agents separately from advisory fees
Hourly fees of $300 for standalone financial planning services
Fee-only: Financial planning fees offered on hourly or fixed fee basis
202 W Main
Durant, OK 74701
Oklahoma
Gaddis Premier Wealth Advisors
2022 - Present (4 years)
Gaddis & Gaddis Wealth Management
2006 - 2022 (16 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Durant, OK
Gaddis Premier Wealth Advisors LLC
Series 66
Durant, OK
Gaddis Premier Wealth Advisors LLC
CFP®, Series 63, Series 65
Durant, OK
Gaddis Premier Wealth Advisors LLC
Series 66
Durant, OK
Gaddis Premier Wealth Advisors LLC
Series 63, Series 65
Durant, OK
Gaddis Premier Wealth Advisors LLC
Series 63, Series 66
Durant, OK
Edward Jones
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