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Donald Phillip Loyd

LOYD FINANCIAL MANAGEMENT INC.·CENTENNIAL, Colorado
Unclaimed Profile
7475 EAST PEAKVIEW AVENUE,, CENTENNIAL, CO 80111CRD# 1678089Firm CRD# 112236
01

About

Donald Phillip Loyd is a registered financial advisor based in CENTENNIAL, Colorado, affiliated with LOYD FINANCIAL MANAGEMENT INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
LOYD FINANCIAL MANAGEMENT INC.
LOYD FINANCIAL MANAGEMENT INC.
AUM
$104M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at LOYD FINANCIAL MANAGEMENT INC. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 1678089
Firm CRD# 112236
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Donald Phillip Loyd offer?
Donald Phillip Loyd specializes in Financial Planning, Investment Management. Contact their office in CENTENNIAL, Colorado for a consultation.
What are Donald Phillip Loyd's credentials?
Donald Phillip Loyd is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Donald Phillip Loyd located?
Donald Phillip Loyd is based in CENTENNIAL, Colorado, working with LOYD FINANCIAL MANAGEMENT INC.. Their office serves clients in the CENTENNIAL metropolitan area and surrounding communities.
How does Donald Phillip Loyd charge for services?
Donald Phillip Loyd's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LOYD FINANCIAL MANAGEMENT INC.?
LOYD FINANCIAL MANAGEMENT INC. has approximately 2 employees and manages $104M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Colorado
DENVER (1269)GREENWOOD VILLAGE (262)BOULDER (238)COLORADO SPRINGS (134)ENGLEWOOD (66)
City Guides
DENVER GuideGREENWOOD VILLAGE GuideBOULDER GuideCOLORADO SPRINGS GuideENGLEWOOD Guide
Research
Advisor Fees in ColoradoNational Fee Analysis
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