Christopher Loyd, financial advisor Bartlesville OK
93 score

Christopher Loyd

CRD Number: 4439310
Current Firm: Sagepoint Financial, Inc.

Christopher Loyd (CRD# 4439310) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Bartlesville, OK and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Sagepoint Financial, Inc. Phoenix, AZ Jan 2009 - Current 7
Aig Financial Advisors, Inc. Pheonix, AZ Nov 2007 - Jan 2009 1
Unemployed Bartlesville, OK May 2007 - Oct 2007 < 1
Legacy Wealth Management, LLC Bartesville, OK Dec 2006 - Apr 2007 < 1
American General Securities Incorporated Bartlesville, OK Oct 2002 - Dec 2006 4
Aig American General Life Insurance Company Bartlesville, OK Oct 2002 - Dec 2006 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2001
S65 NASAA Investment Advisors Law Examination Feb 2008
Contact Info for Christopher R. Loyd
Phone Number: 1-800-552-3319 EXT 2606
Registered State(s):
  • OK
  • TX
By the Numbers
  • Total Assets Under Management
    4,385
    MILLIONS
  • Total Number of Accounts
    23,011
    ACCOUNTS
  • Average Account Value
    $190,540
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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