Loyd
Burleson
Financial Freedom For Dentists LLC
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About this Advisor
Loyd Burleson is a financial advisor based in Snoqualmie, Washington, working with Financial Freedom For Dentists LLC. Loyd has previously held positions at Time Out Pizza, Costa Vida, Bander Investments, Financial Freedom For Dentists LLC, Student, The Church Of Jesus Christ Of Latter-Day Saints, and Advanced Planning Educational Group, Inc. Loyd has passed the Series 65 regulatory exam and is registered to provide services in Washington. Currently, Loyd is part of Financial Freedom For Dentists LLC, which operates out of Snoqualmie, Washington. The firm has 3 employees and manages assets totaling $125.4 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, pension consulting services, and educational seminars. The fee structure at Financial Freedom For Dentists LLC includes asset-based and fixed fees.
Certifications and Registrations
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Fee Structure
Office Location
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Financial Freedom For Dentists LLC Brokerage Details
$125,400,000
3
514
$243,969
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Loyd Burleson Work History
Financial Freedom For Dentists LLC
Bander Investments
Financial Freedom For Dentists LLC
Advanced Planning Educational Group, Inc
Costa Vida
Time Out Pizza
Student
The Church Of Jesus Christ Of Latter-Day Saints
Time Out Pizza
Student
Disclosures
Please visit the SEC profile of Loyd Burleson 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 Financial Freedom For Dentists LLC
Snoqualmie, WA
Snoqualmie, WA
Snoqualmie, WA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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