Cheryl LoydCRD Number: 705124
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Cheryl Loyd (CRD# 705124) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Anchorage, AK and has over 33 years of experience in the finance industry.
Bright Road Wealth Management, LLC
Securities America Advisors, Inc.
Ubs Financial Services Inc.
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Anchorage, AK||Jan 1982 - Current||40|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1989|
|S66||NASAA Uniform Combined State Law Examination||Oct 2007|
Total Assets Under Management1,283,838MILLIONS
Total Number of Accounts2,825,602ACCOUNTS
Average Account Value$454,359
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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