Loyd Financial Management Inc.

Loyd Financial Management Inc. (CRD# 112236) is a financial advisory firm headquartered in Centennial, CO. They manage $103,500,000 in 493 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
7475 East Peakview Avenue,, Building 10, Centennial, CO 80111
http://www.loydfinancial.com
By the Numbers
  • Total Assets Under Management
    104
    MILLION
  • Total Number of Accounts
    493
    ACCOUNTS
  • Average Account Value
    $209,939
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Loyd Financial Management Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Donald Loyd, financial advisor Centennial CO
Donald P. Loyd
CRD#: 1678089
7475 East Peakview Avenue,, Building 10, Centennial, CO 80111

Donald Loyd (CRD# 1678089) is an Investment Advisor Representative working at Loyd Financial Management Inc. in Centennial, CO and has over 36 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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