Kevin LoydCRD Number: 4447419
Current Firm: First Allied Advisory Services, Inc.
Kevin Loyd (CRD# 4447419) is an Investment Advisor Representative working at First Allied Advisory Services, Inc. in Town And Country, MO and has over 15 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Visionary Wealth Advisors, LLC
|First Allied Securities, Inc.||San Diego, CA||Dec 2013 - Current||3|
|First Allied Advisory Services, Inc.||San Diego, CA||Dec 2013 - Current||3|
|Barber Financial Group, Inc.||Lenexa, MO||Mar 2012 - Dec 2013||1|
|National Planning Corporation||St. Albans, MO||Oct 2007 - Dec 2013||6|
|American General Securities Incorporated||St. Albans, MO||Oct 2002 - Oct 2007||5|
|Aig American General Life Insurance Company||St. Albans, MO||Oct 2002 - Oct 2007||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2002|
|S65||NASAA Investment Advisors Law Examination||Apr 2006|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Financial Issue
Total Assets Under Management4,440MILLIONS
Total Number of Accounts26,339ACCOUNTS
Average Account Value$168,585
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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