Byron W. Ellis

Byron W. Ellis

Ellis & Ellis, Branch of Ameriprise

This adviser will provide you with a COMPLIMENTARY initial consultation

Minimum client assets required: $1,000,000

Minimum client income required: No minimum required

Title: Financial Advisor

Offering advice since: 1989

Areas of focus:

  • Business planning
  • Life Planning
  • Portfolio Management
  • Retirement Planning
  • Stocks and Bonds
  • Tax Planning

Further information about Byron W. Ellis:

I work with my clients to design a personal financial plan around their life goals. This strategy focuses on helping them become more confident about managing their financial objectives.

I am a member of the Financial Planning Association.
I am a Certified Financial Planner (CFP), a Chartered Life Underwriter (CLU), a Chartered Financial Consultant (CHFC) and a Chartered Retirement Planning Counselor (CRPC).

I was also selected to Barrons top 1,000 Financial Advisers in 2009.

Qualifications:
* Writes Weekly Finance Column in Courier
* Master Advisor, 1998 - 2004
* President's Recognition Award, 1998 - 2005
* Diamond Ring Award Winner, 2006
* Likes Photography, Travel, Cycling and Good Health

Compensation and Fee Structures:

Fee based.

Licenses, Certifications & Affiliations:

Series 7, Series 24
Group 1 CFP CLU ChFC CRPC

I am licensed and registered to conduct business in TX. Based on licenses and registrations I hold, I may also conduct certain business in AL, AR, AZ, CA, CO, GA, IN, MO, MS, OH

CA Insurance #0C80734

Education:

B.B.A, 1988, Information Systems and Quantitative Statistics, Abilene Christian University

Will provide references upon request?

Yes


Further information about Ellis & Ellis, Branch of Ameriprise:

Ellis & Ellis, Branch of Ameriprise

(Size of firm: 0-9 advisors)

Financial priorities differ from person to person. They can also differ from year to year.

At Ellis & Ellis and Ameriprise Financial, we think it's important for you to have a plan that is tailored to your needs and has the flexibility to evolve with you. We take a unique, comprehensive and on-going approach to financial planning. We get to know you personally - your goals, your worries and your dreams. We then draw on our more than 110-year heritage to provide experienced guidance to help you develop a customized financial plan with the appropriate combination of products and services.


Contact Information for Byron W. Ellis

Phone: (281) 367-8658
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Fax: (281) 364-9628

Address for Byron W. Ellis:
Suite 100
1450 Lake Robbins Dr
The Woodlands, TX, 77380

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