Who is John Loyd?
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For over ten years, John Loyd has provided highly personalized, tax-
advantaged financial advice 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 planning firm in
Fort Worth, Texas assisting clients with all manners of investment planning.
John holds the following licenses:
Series 7 (General Securities), Series 63 (State Law Exam), Series
65 (Investment Advisor Exam) and 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. The designation also allows John
to represent taypayers before the IRS.
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
"Investments" along with "Retirement Planning & Employee Benefits."
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 with both Celebrity and Norwegian 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 lives with his wife Courtney
in North Richland Hills, Texas.
advantaged financial advice 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 planning firm in
Fort Worth, Texas assisting clients with all manners of investment planning.
John holds the following licenses:
Series 7 (General Securities), Series 63 (State Law Exam), Series
65 (Investment Advisor Exam) and 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. The designation also allows John
to represent taypayers before the IRS.
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
"Investments" along with "Retirement Planning & Employee Benefits."
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 with both Celebrity and Norwegian 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 lives with his wife Courtney
in North Richland Hills, Texas.
© J Loyd 2005-2010. All rights reserved.
Securities & Advisory Services offered through LPL Financial, Member
FINRA/SIPC
www.sipc.org www.finra.org
Securities & Advisory Services offered through LPL Financial, 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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