Unclaimed Profile

Eric Christopher Loyd

AFS ADVISORS, LLC·SUWANEE, Georgia

Series 7, Series 63, Series 65Clean record21 years registeredAFS ADVISORS, LLC

1325 SATELLITE BOULEVARD, SUWANEE, GA 30024-4651CRD# 2378616Firm CRD# 156180

Profile Verification

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

Identity

Eric Christopher Loyd · SUWANEE, GA

Registration

CRD #2378616 · AFS ADVISORS, LLC · 21 years registered

Brand Profile

Not yet started

Career History

WEALTHSPIRE RETIREMENT ADVISORY

Dec 2021 – present

AFS ADVISORS, LLC

Mar 2011 – Mar 2022

SUWANEE, GA

ADVANCED FINANCIAL STRATEGISTS INC

Oct 2004 – Mar 2018

LAWRENCEVILLE, GA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · October 28, 2004

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AFS ADVISORS, LLC

CRD 156180 · SEC 801-112322

AUM

$4.6B

Regulatory assets under management

Employees

230 client accounts

Services offered by AFS ADVISORS, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

View all advisors at AFS ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Eric Christopher Loyd offer?

Eric Christopher Loyd specializes in Investment Management, Wealth Management. Contact their office in SUWANEE, Georgia for a consultation.

What are Eric Christopher Loyd's credentials?

Eric Christopher Loyd is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Eric Christopher Loyd located?

Eric Christopher Loyd is based in SUWANEE, Georgia, working with AFS ADVISORS, LLC. Their office serves clients in the SUWANEE metropolitan area and surrounding communities.

How does Eric Christopher Loyd charge for services?

Eric Christopher 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 AFS ADVISORS, LLC?

AFS ADVISORS, LLC has approximately 6 employees and manages $4.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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