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.
Credentials
Series 63, Series 66
Experience Industry experience
16 years
Location
Westcliffe, CO
LPL Financial
Institution
Byron Tapp is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has been with LPL Financial since 2015 and also operates Antioch Wealth Management, a business affiliated with his LPL practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and advanced operational tools.
Based on LPL Financial
Based on LPL Financial
Flat fees up to $15,000 for financial planning and consulting services
Up to $500 per hour for financial planning and consulting services
Westcliffe, CO
Westcliffe CO
Advisors at this office
1
Colorado · Texas
16 years of industry experience
LPL Financial, llc
2015 - Present • 11 years
Lubbock, TX
Antioch Wealth Management
2012 - Present • 14 years
Lubbock, TX
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.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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.
CFP®, Series 63
Westcliffe, CO
Altius Financial, Inc.
Michael Williams is a CFP® professional with 27 years of industry experience, currently serving at Altius Financial, Inc. since 2000. He also has a longstanding association with Linsco/Private Ledger Corp. outside of his primary role. Altius Financial provides discretionary investment management, financial planning, and consulting services to individuals, estates, trusts, charitable organizations, foundations, and institutions, overseeing approximately $168 million in discretionary client assets. The firm employs an active, fundamentally driven investment approach combined with diversification and regular rebalancing, supported by third-party platforms for reporting and administration.
Series 66
Westcliffe, CO
Raymond James Financial
Barbara Beckner is a financial advisor at Raymond James Financial Services Advisors, Inc. with 10 years of industry experience. She holds a Series 66 designation and has previously worked at Edward Jones and LPL Financial. Beckner is also the owner of Peaks Integrity Wealth Management LLC. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutional clients, supporting a broad network with tailored, non-discretionary planning and advanced analytical tools.
Series 66
Westcliffe, CO
Raymond James Financial
Ronald Beckner is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 credential and 11 years of industry experience. He previously worked at Edward Jones and Western Wealth Management. Outside of his advisory role, Beckner is an author and a business owner producing video productions for life events and local businesses, and he serves as an independent agent providing Medicare education and insurance solutions. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary advice using analytical tools and supports advisory implementation through various programs and providers.
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