Dustin
Lloyd
Legacy Wealth Management, LLC
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About this Advisor
Dustin Lloyd is a financial advisor working out of Boise, Idaho who has 3 years of relevant experience. Lloyd is on the advisory team at Legacy Wealth Management, LLC. During their career, Lloyd has held roles at Legacy Wealth Management, LLC, Mailtime Inc, Aptive Environmental, Byu Idaho, Triguard Pest Control, Al A Carte, Church Of Jesus Christ Of Latter-Day Saints and Mountain View High School. Lloyd holds a Series 65 license, designating them as an investment advisor representative, and is able to work in Idaho. Legacy Wealth Management, LLC is a registered investment business that has its headquarters in Boise, ID. The firm has offices in six locations and a total of 36 employees. It administers $251 million in assets across its 2,921 accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. Of its 2,921 accounts, just 7% are held by high-net-worth clients who have more than $1 million in investable assets. Legacy Wealth Management, LLC provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial management vary depending on which services the firm provides the client. However, fee types charged by Legacy Wealth Management, LLC most likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Legacy Wealth Management, LLC Brokerage Details
$251,413,146
36
2,921
$86,071
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Dustin Lloyd Work History
Dustin has been registered as a financial advisor for 3 years.*
Legacy Wealth Management, LLC
Mailtime Inc
Aptive Environmental
Byu Idaho
Triguard Pest Control
Byu Idaho
Al A Carte
Church Of Jesus Christ Of Latter-Day Saints
Mountain View High School
*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 Dustin Lloyd 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 Legacy Wealth Management, LLC
Bountiful, UT
Burley, ID
Boise, ID
Boise, ID
Bountiful, UT
Boise, ID
Boise, ID
Boise, ID
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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