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Byron D Covington Jr.

Advisor at Mass Mutual Investors Services — Tracy, CA

Updated today

Credentials

Series 66

Experience

1 year

Location

Tracy, CA

Mass Mutual Investors Services logo

Mass Mutual Investors Services

Institution

Total advisors

5,127

Across 1,229 offices

Clients per advisor

88 Typical

Avg AUM per client

$249,379 Low

HNW client ratio

0% Very Low

About

Byron Covington Jr. is a financial advisor at Mass Mutual Investors Services with a Series 66 credential and one year of industry experience. Before entering financial services, he worked at Visby Medical and BD Biosciences. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools and provides a range of educational seminars and specialized planning programs.

Client services

Based on Mass Mutual Investors Services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Asset allocation programs

Expertise

Based on Mass Mutual Investors Services

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting

Occupation focus

Based on Mass Mutual Investors Services

Founder/Business Owner Attorney Executive

Demographic focus

Based on Mass Mutual Investors Services

Married/Couples/Partners Divorced

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Fee options

Commissions

Commissions on securities and insurance products sold; commissions vary by product

Other

Minimum fee: Minimum annual fee of $500 for Financial Planning Services Fee-only: Annual financial planning fees range from $500 up to over $35,000, negotiable and possibly waived

Location

See office

Tracy, CA

Tracy CA

Advisors at this office

1

Most active in

California · Texas

Work history

1 year of industry experience

Mass Mutual Investors Services

2025 - Present • 1 year

Pleasanton, CA

MassMutual Life Insurance Co

2025 - Present • 1 year

Pleasanton, CA

Unemployed

2024 - 2025 • 1 year

Tracy, CA

Visby Medical

2021 - 2024 • 3 years

San Jose, CA

BD Biosciences

2014 - 2021 • 7 years

San Jose, CA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Paolo M

Series 63, Series 66

Tracy, CA

401K Engineers Inc.

Paolo Marchetti is a financial advisor with 23 years of industry experience, currently serving as the sole advisor at 401K Engineers Inc. He holds Series 63 and Series 66 licenses and previously worked at Cambridge Investment Research, Inc. from 2015 to 2020. Outside of his advisory role, he owns an S-corporation providing fiduciary services under ERISA Section 3(16). 401K Engineers Inc. offers portfolio management to individual investors and advisory services to retirement plan sponsors, including pension and profit-sharing plans, as well as charitable organizations. The firm focuses on customized investment policies and long-term strategies, integrating pension consulting and coordination with estate-planning attorneys.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities General estate planning guidance Retirement income strategy Founder/Business Owner
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Christopher F

Series 65

Lathrop, CA

King Financial

Christopher Fahey is a Series 65 licensed advisor with King Financial, where he has worked since 2024. He has over a decade of entrepreneurial experience, including founding Gravity Picks Inc and previously operating Elite DJ. Fahey also has a background in accountancy through Tim Wheeler Accountancy Corporation. King Financial offers investment and planning services to individuals, corporations, and retirement plans, utilizing a long-term investment approach based on modern portfolio theory. The firm integrates insurance and tax perspectives into client work and provides specialized advisory services such as 1031 exchange and Qualified Opportunity Zone fund analysis.

Real estate investing Wealth management
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Timothy W

Series 65

Lathrop, CA

King Financial

Timothy Wheeler is a Series 65-registered advisor at King Financial with three years of industry experience. He has a background in accounting, operating his CPA practice, Wheeler CPA Group PC, since 2017. Prior to this, he worked at Bill Pollard CPA for 14 years. King Financial provides investment and planning services to individuals, corporations, and retirement plans, offering portfolio management, financial planning, pension consulting, and real estate advisory services. The firm employs a modern portfolio theory approach with a long-term horizon and integrates insurance and tax/accounting expertise into its client services.

Real estate investing Wealth management
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Devin K

Series 66

Lathrop, CA

King Financial

Devin King is a financial advisor at King Financial with 16 years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial and Equitable Advisors before joining King Financial in 2015. Outside of his advisory role, he is involved in buying and selling collectibles through Damask Holdings. King Financial provides investment and planning services to individuals, corporations, and retirement plans, focusing on portfolio management, financial planning, and pension consulting. The firm employs a modern portfolio theory approach and integrates insurance and tax expertise into client strategies.

Real estate investing Wealth management
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Vijay M

Series 65

Lathrop, CA

Sophis Investments LLC

Vijay Malik is a financial advisor at Sophis Investments LLC with 12 years of industry experience. He holds a Series 65 designation and has previously worked at Everest Group LLC and Holliday Fenoglio Fowler, L.P. Outside of his advisory role, he serves as president of Middle America Capital, a Nebraska real estate investment company. Sophis Investments is a small team advisory firm serving individuals, high-net-worth clients, trusts, estates, endowments, foundations, pooled investment vehicles, and certain businesses. The firm employs a concentrated, bottom-up fundamental equity approach with long-term holdings and uses performance-based fees for qualified clients, managing both individual accounts and pooled investment vehicles.

Concentrated stock management Active portfolio management
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Shaun V

Series 65, Series 63

Manteca, CA

Advisor Share Wealth Management, LLC

Shaun Vaught is a financial advisor at Advisor Share Wealth Management, LLC with eight years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Cetera Advisor Networks LLC since 2015. Outside of his financial career, Vaught serves as a pastor at the Christian Worship Center, a religious organization he has been involved with since 1995. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional advisers, and pension and profit-sharing plans. The firm offers a web-based asset management platform, utilizes third-party sub-advisers and model portfolios, and provides alternative and private investment options to eligible clients.

Private / alternative investments ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
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