Unclaimed Profile

Judy Lynne Loy

NESTLERODE & LOY, INC.·STATE COLLEGE, Pennsylvania

SIE, Series 6, Series 24, Series 28, Series 62, Series 63, Series 99TOChFCClean record14 years registeredNESTLERODE & LOY, INC.

110 REGENT COURT, SUITE 202, STATE COLLEGE, PA 16801CRD# 2249019Firm CRD# 2907

Profile Verification

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

Identity

Judy Lynne Loy · STATE COLLEGE, PA

Registration

CRD #2249019 · NESTLERODE & LOY, INC. · 14 years registered

Brand Profile

Not yet started

Career History

NESTLERODE & LOY, INC.

May 2012 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 24

Series 28

Series 62

Series 63

Series 99TO

Registration record

First registered · May 15, 2012

Years registered · 14

Professional designation · ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NESTLERODE & LOY, INC.

CRD 2907 · SEC 801-112333

AUM

$185M

Regulatory assets under management

Employees

594 client accounts

Services offered by NESTLERODE & LOY, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Market timing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at NESTLERODE & LOY, INC. →

Introduction

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Frequently Asked Questions

What services does Judy Lynne Loy offer?

Judy Lynne Loy specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in STATE COLLEGE, Pennsylvania for a consultation.

What are Judy Lynne Loy's credentials?

Judy Lynne Loy holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Judy Lynne Loy located?

Judy Lynne Loy is based in STATE COLLEGE, Pennsylvania, working with NESTLERODE & LOY, INC.. Their office serves clients in the STATE COLLEGE metropolitan area and surrounding communities.

How does Judy Lynne Loy charge for services?

Judy Lynne Loy'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 NESTLERODE & LOY, INC.?

NESTLERODE & LOY, INC. has approximately 3 employees and manages $185M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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