Loyd Crowe, financial advisor Woodstock GA
93 score

Loyd Crowe

CRD Number: 1850746
Current Firm: Optimum Wealth Management, LLC

Loyd Crowe (CRD# 1850746) is an Investment Advisor Representative working at Optimum Wealth Management, LLC in Woodstock, GA and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Optimum Wealth Management, LLC Woodstock, GA Mar 2017 - Current 1
Lac Wealth Management Woodstock, GA Jun 2006 - Current 11
Efficient Market Advisors LLC La Jolla, CA May 2006 - Mar 2017 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1995
S65 NASAA Investment Advisors Law Examination Jan 2010
Contact Info for Loyd A. Crowe
Phone Number: 678-778-2694
Registered State(s):
  • GA
Current Firm Details
Optimum Wealth Management, LLC
Firm's CRD Number: 132422
By the Numbers
  • Total Assets Under Management
    17
    MILLIONS
  • Total Number of Accounts
    60
    ACCOUNTS
  • Average Account Value
    $280,000
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

GA, TN

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

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