Loyd Timmons, financial advisor Frankfort IN

Loyd Timmons

CRD Number: 5310468
Current Firm: Asset Management Strategies, Inc.

Loyd Timmons (CRD# 5310468) is an Investment Advisor Representative working at Asset Management Strategies, Inc. in Frankfort, IN and has over 12 years of experience in the finance industry.

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Lpl Financial LLC
Company Name Location Dates Years
Center For Wealth Planning Frankfort, IN Feb 2017 - Aug 2017 < 1
Lpl Financial, LLC Frankfort, IN Jul 2016 - Aug 2017 1
Center For Wealth Planning Advisors, Inc. Frankfort, IN Jul 2016 - Aug 2017 1
Edward Jones St Louis, MO Jan 2012 - Jul 2016 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2012
Contact Info for Loyd A. Timmons
Phone Number: 3175776912
Firm Website: https://www.amsria.com
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    147
    MILLIONS
  • Total Number of Accounts
    1,767
    ACCOUNTS
  • Average Account Value
    $83,127
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, IL, IN, MD, OH

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