Eric Loyd, financial advisor Aliso Viejo CA

Eric Loyd

CRD Number: 2378616
Current Firm: Nfp Retirement Inc.

Eric Loyd (CRD# 2378616) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 26 years of experience in the finance industry. Eric Loyd 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.

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Professional Designations
Company Name Location Dates Years
Nfp Retirement Aliso Viejo, CA Dec 2021 - Current < 1
Afs Advisors, LLC Suwanee, GA Jan 2011 - Mar 2022 11
Advanced Financial Strategists, Inc. Suwanee, GA Jan 2011 - Dec 2017 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1995
S65 NASAA Investment Advisors Law Examination Oct 2004
Contact Info for Eric C. Loyd
Phone Number: 949-460-9898
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    78,718
    MILLIONS
  • Total Number of Accounts
    3,797
    ACCOUNTS
  • Average Account Value
    $20,731,607
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AL, AZ, CA, CO, DC, FL, GA, IA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MT, NC, NE, NY, OH, OR, PA, PR, SC, TN, TX, UT, VA, WI, WY

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