Loyd Burleson
Investment adviser representative at Financial Freedom for Dentists LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$182.2MFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Financial Freedom for Dentists LLCJun 2020 to now
- Advanced Planning Educational Group, Inc.Feb 2020 to Apr 2020
- Bander InvestmentsJan 2020 to Apr 2020
- Costa VidaSep 2018 to Apr 2019
- StudentAug 2017 to Jul 2020
- Time Out PizzaAug 2017 to Jun 2020
- The Church of Jesus Christ of Latter-day SaintsJul 2015 to Jul 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (WA).
Financial Freedom for Dentists LLC
$182.2MAssets managed
143Clients
3Advisers
4 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
- 7210322
- Firm CRD
- 301981