Unclaimed Profile

Donald Phillip Loyd

LOYD FINANCIAL MANAGEMENT INC.·CENTENNIAL, Colorado

SIE, Series 3, Series 7, Series 24, Series 27, Series 51, Series 63CFPClean record23 years registeredLOYD FINANCIAL MANAGEMENT INC.

7475 EAST PEAKVIEW AVENUE,, CENTENNIAL, CO 80111CRD# 1678089Firm CRD# 112236

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Donald Phillip Loyd · CENTENNIAL, CO

Registration

CRD #1678089 · LOYD FINANCIAL MANAGEMENT INC. · 23 years registered

Brand Profile

Not yet started

Career History

LOYD FINANCIAL MANAGEMENT INC.

Jan 2018 – present

SIGNATOR INVESTORS, INC.

May 2016 – Dec 2017

CENTENNIAL, CO

TRANSAMERICA FINANCIAL ADVISORS, INC.

Sep 2009 – May 2016

CENTENNIAL, CO

TRANSAMERICA FINANCIAL ADVISORS, INC.

Sep 2002 – Sep 2009

CENTENNIAL, CO

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 24

Series 27

Series 51

Series 63

Registration record

First registered · September 3, 2002

Years registered · 23

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LOYD FINANCIAL MANAGEMENT INC.

CRD 112236 · SEC 801-129710

AUM

$104M

Regulatory assets under management

Employees

493 client accounts

Services offered by LOYD FINANCIAL MANAGEMENT INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at LOYD FINANCIAL MANAGEMENT INC. →

Introduction

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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 holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

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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