Who is John Loyd?
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For almost fifteen years now, John Loyd has provided highly personalized,
tax-advantaged financial guidance to clients in Texas and around the
country. His passion for investing began at an early age. Reading books on
investing in his early teens, he tried on his own to open up a brokerage
account at Dean Witter (now Morgan Stanley) at the age of 16, but the
financial advisor told him he was too young and to come back at age 18,
which he did. He opened the account and would later have an internship
with the company during college.
He graduated Summa Cum Laude from Southwest Texas State University
with a degree in Finance. After graduation, he worked for Edward Jones
Investments for almost eight years, receiving the Iron Will award, the most
prestigious award the company gives, based upon his work ethic and love of
the business. He has since opened up his own financial consulting firm in
Fort Worth, Texas assisting clients with all manners of wealth management.
John holds the following licenses and registrations:
Series 7 (General Securities), Series 63 (State Law Exam), Series
65 (Investment Advisor Exam) held with LPL Financial, in addition to a
Group 1 Life and Health Insurance license
John also holds the IRS "Enrolled Agent" designation. Enrolled Agents have
demonstrated special competence in tax matters by successfully passing all
parts of the IRS Special Enrollment Exam.
He is a CERTIFIED FINANCIAL PLANNER™ professional and formerly
served on the Board of Directors of the Dallas/Fort Worth Financial
Planning Association (FPA). He is currently the Lead Instructor for the
University of Texas at Arlington's CFP® Certification Program, teaching
"Investment Planning" along with "Retirement Planning & Employee
Benefits." He also serves on the Girl Scouts of Texas Investment
Committee, providing direction and guidelines for investment-related
activities.
John also enjoys and has the privilege of lecturing around the country over
various financial topics. He has spoken to audiences at the University of
Texas, William Woods University in Missouri, and has been featured as a
Guest Finance Lecturer onboard both Norwegian and Celebrity cruise lines.
Mr. Loyd is a Big Brother in the Big Brothers/Big Sisters organization and a
member of the North Texas CERT (Community Emergency Response
Team). He has completed both the Honolulu marathon and a triathlon to
benefit the Leukemia & Lymphoma Society. He holds a black belt in tae
kwon do and lives with his wife Courtney in North Richland Hills, Texas.
tax-advantaged financial guidance to clients in Texas and around the
country. His passion for investing began at an early age. Reading books on
investing in his early teens, he tried on his own to open up a brokerage
account at Dean Witter (now Morgan Stanley) at the age of 16, but the
financial advisor told him he was too young and to come back at age 18,
which he did. He opened the account and would later have an internship
with the company during college.
He graduated Summa Cum Laude from Southwest Texas State University
with a degree in Finance. After graduation, he worked for Edward Jones
Investments for almost eight years, receiving the Iron Will award, the most
prestigious award the company gives, based upon his work ethic and love of
the business. He has since opened up his own financial consulting firm in
Fort Worth, Texas assisting clients with all manners of wealth management.
John holds the following licenses and registrations:
Series 7 (General Securities), Series 63 (State Law Exam), Series
65 (Investment Advisor Exam) held with LPL Financial, in addition to a
Group 1 Life and Health Insurance license
John also holds the IRS "Enrolled Agent" designation. Enrolled Agents have
demonstrated special competence in tax matters by successfully passing all
parts of the IRS Special Enrollment Exam.
He is a CERTIFIED FINANCIAL PLANNER™ professional and formerly
served on the Board of Directors of the Dallas/Fort Worth Financial
Planning Association (FPA). He is currently the Lead Instructor for the
University of Texas at Arlington's CFP® Certification Program, teaching
"Investment Planning" along with "Retirement Planning & Employee
Benefits." He also serves on the Girl Scouts of Texas Investment
Committee, providing direction and guidelines for investment-related
activities.
John also enjoys and has the privilege of lecturing around the country over
various financial topics. He has spoken to audiences at the University of
Texas, William Woods University in Missouri, and has been featured as a
Guest Finance Lecturer onboard both Norwegian and Celebrity cruise lines.
Mr. Loyd is a Big Brother in the Big Brothers/Big Sisters organization and a
member of the North Texas CERT (Community Emergency Response
Team). He has completed both the Honolulu marathon and a triathlon to
benefit the Leukemia & Lymphoma Society. He holds a black belt in tae
kwon do and lives with his wife Courtney in North Richland Hills, Texas.
© J Loyd 2005-2012. All rights reserved.
This communication is strictly intended for persons residing in the states of TX,
NC, and OK. No offers may be made or accepted from any resident outside of
these states.
Securities & Advisory Services offered through LPL Financial, a Registered
Investment Advisor. Member FINRA/SIPC
www.sipc.org www.finra.org
This communication is strictly intended for persons residing in the states of TX,
NC, and OK. No offers may be made or accepted from any resident outside of
these states.
Securities & Advisory Services offered through LPL Financial, a Registered
Investment Advisor. Member FINRA/SIPC
www.sipc.org www.finra.org
JOHN W. LOYD, CFP®
The Wealth Planner™
The Wealth Planner™
| John Loyd |
817.877.0717
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