Donald Phillip Loyd
Investment adviser representative at Loyd Financial Management Inc.
30 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$133.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
30 years in the industry.
- Loyd Financial Management Inc.Dec 1987 to now
- Signator Investors, Inc.May 2016 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1988
State registrations
Registered as an investment adviser representative in 4 states (CA, CO, MI, TX).
Loyd Financial Management Inc.
$133.5MAssets managed
149Clients
1Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1678089
- Firm CRD
- 112236