Leonard
Loyd

Cetera Advisors LLC

CRD#1671635
Investment Advisor
in Stuart, FL

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About this Advisor

Leonard Loyd is a financial advisor operating in Stuart, Florida with 7 years of relevant experience. Loyd is on the advisory team at Cetera Advisors LLC. Loyd has gained experience at Investors Capital Corp, Loyd Capital Performance Partners, Inc, Cetera Advisors LLC, Lenny Loyd, Palm Beach County Golf Association, The First Tee Of The Treasure Coast and The Cost Of Our Freedom Foundation Inc. Loyd holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to operate in Florida and Texas. Cetera Advisors LLC is a registered investment firm based out of Englewood, CO. The company has offices in 692 locations and a total of 1,047 advisors. It has $21 billion in total assets between its 90,646 customer accounts, placing it among the biggest firms in the United States by assets under management. The firm advises 294 charities and foundations. Of its 90,646 accounts, 26% are held by high-net-worth investors who have more than $1 million in investable assets. The company performs a wide range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial management depend on which service is provided. Fees billed by Cetera Advisors LLC most likely are comprised of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

7 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

947 Se Central Parkway
Stuart, FL 34994

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Cetera Advisors LLC Brokerage Details

Total Assets Under Management

$21,227,977,082

FL Average: $2,349,664,866
Total Number of Employees

1,047

FL Average: 28
Total Number of Accounts

90,646

FL Average: 1,101
Average Account Size

$234,185

FL Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Leonard Loyd Work History

Leonard has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Cetera Advisors LLC

2014 - Present (10 years)

The Cost Of Our Freedom Foundation Inc

2012 - Present (12 years)

The First Tee Of The Treasure Coast

2011 - Present (13 years)

Lenny Loyd

2003 - Present (21 years)

Loyd Capital Performance Partners, Inc

2006 - 2017 (11 years)

Palm Beach County Golf Association

2002 - 2016 (14 years)

Investors Capital Corp

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Leonard Loyd to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Cetera Advisors LLC

Michael Rousseau
Westborough, MA
Daniel Fundingsland
Baxter, MN
Elyse Jurman
Boca Raton, FL
William Lucas
Missoula, MT
Iain Reilly
San Diego, CA
Denise Ford
Saint Louis, MO
John Peyton
Lake Oswego, OR
Randy Roesler
Franklin, WI

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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