Mitchell Allen Byrum

Employer firm

S Harris Financial Group, LLC CRD 151899

$404M regulatory AUM 9 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2017 → 10/2024
  Raymond James Financial Services, Inc.
  San Antonio, TX
• 08/2013 → 05/2017
  Spirit Of Texas Bank
  College Station, TX
• 09/2020 → 10/2024
  Raymond James Financial Services Advisors, Inc.
  San Antonio, TX
• 05/2017 → Present
  S. Harris Financial Group, Llc
  San Antonio, TX

Previous Registrations

• 2020-09-11 → 2024-10-15
  Raymond James Financial Services Advisors, Inc
  San Antonio, TX

Other Businesses

(1) S. Harris Financial Group, LLC.; Address: 4456 Lockhill Selma Rd Ste 101, San Antonio, TX 78249-3993, United States; Activity Type: Insurance; Position/Title: Insurance Agent; Investment Related: No; Start Date: 11/20/2018; Hours per month devoted to this business: 5; Hours per month devoted to this business during trading hours: 5; Description of duties: Sell and service insurance positions

Exams

• S66 Uniform Combined State Law Examination
  2017-07-31

Designations

• Certified Financial Planner