Loyd Burleson (CRD# 7210322) is an Investment Advisor Representative working at Financial Freedom For Dentists LLC in Snoqualmie, WA and has over 3 years of experience in the finance industry. Loyd Burleson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4337938
Aspire Capital Advisors LLC
CRD# 1424055
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5464276
Sitka Pacific Capital Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Financial Freedom For Dentists LLC | Snoqualmie, WA | Apr 2021 - Current | 3 |
| Financial Freedom For Dentists LLC | Snoqualmie, WA | Jun 2020 - Apr 2021 | < 1 |
| Student | Stratford, WA | Aug 2017 - Jul 2020 | 2 |
| Time Out Pizza | Ephrata, WA | Aug 2017 - Jun 2020 | 2 |
| Advanced Planning Educational Group, Inc. | Sterling Heights, MI | Feb 2020 - Apr 2020 | < 1 |
| Bander Investments | Idaho Falls, ID | Jan 2020 - Apr 2020 | < 1 |
| Costa Vida | Rexburg, ID | Sep 2018 - Apr 2019 | < 1 |
| The Church Of Jesus Christ Of Latter-day Saints | Washington, DC | Jul 2015 - Jul 2017 | 2 |
| Time Out Pizza | Ephrata, WA | Oct 2011 - Jun 2015 | 3 |
| Student | Stratford, WA | Aug 2010 - Jun 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2021 |
- WA
-
Total Assets Under Management125MILLIONS
-
Total Number of Accounts514ACCOUNTS
-
Average Account Value$243,969
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
ID, MT, OR, WA
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