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James Frederick Loyd

SIGNATUREFD, LLC·ATLANTA, Georgia
Unclaimed Profile
1230 PEACHTREE STREET, NE, ATLANTA, GA 30309CRD# 5957966Firm CRD# 112758
01

About

James Frederick Loyd is a registered financial advisor based in ATLANTA, Georgia, affiliated with SIGNATUREFD, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
SIGNATUREFD, LLC
SIGNATUREFD, LLC
AUM
$7.2B
Regulatory assets under management
Employees
108
Total firm employees
View all advisors at SIGNATUREFD, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5957966
Firm CRD# 112758
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Frederick Loyd offer?
James Frederick Loyd specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in ATLANTA, Georgia for a consultation.
What are James Frederick Loyd's credentials?
James Frederick Loyd is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Frederick Loyd located?
James Frederick Loyd is based in ATLANTA, Georgia, working with SIGNATUREFD, LLC. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.
How does James Frederick Loyd charge for services?
James Frederick Loyd's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SIGNATUREFD, LLC?
SIGNATUREFD, LLC has approximately 108 employees and manages $7.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Georgia
ALPHARETTA (158)MARIETTA (62)ROSWELL (47)DULUTH (41)SAVANNAH (41)
City Guides
ALPHARETTA GuideMARIETTA GuideROSWELL GuideDULUTH GuideSAVANNAH Guide
Research
Advisor Fees in GeorgiaNational Fee Analysis
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