Loyd
Burleson

Financial Freedom For Dentists LLC

CRD#7210322
Investment Advisor
in Snoqualmie, WA

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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

Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

34627 Se Swenson Dr. Suite 100
Snoqualmie, WA 98065

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Financial Freedom For Dentists LLC Brokerage Details

Total Assets Under Management

$125,400,000

WA Average: $3,566,627,242
Total Number of Employees

3

WA Average: 46
Total Number of Accounts

514

WA Average: 1,499
Average Account Size

$243,969

WA Average: $2,379,338

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops

Loyd Burleson Work History

2021 - Present (3 years)

Financial Freedom For Dentists LLC

2020 - 2020 (< 1 year)

Bander Investments

2020 - 2021 (1 year)

Financial Freedom For Dentists LLC

2020 - 2020 (< 1 year)

Advanced Planning Educational Group, Inc

2018 - 2019 (1 year)

Costa Vida

2017 - 2020 (3 years)

Time Out Pizza

2017 - 2020 (3 years)

Student

2015 - 2017 (2 years)

The Church Of Jesus Christ Of Latter-Day Saints

2011 - 2015 (4 years)

Time Out Pizza

2010 - 2015 (5 years)

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

Nathan Ricks
Snoqualmie, WA
Loyd Burleson
Snoqualmie, WA
Christian Sessions
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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