Cecil Loyd is a registered investment advisor at LPL Financial LLC, based in Alpharetta, GA, with 41 years of industry experience. Cecil is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
219 Roswell Street Suite 150, Alpharetta, GA, 30009
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2006Other Business Activities
Cecil has ownership stakes in multiple investment-related LLCs, including Praxis Financial Partners LLC where he spends full-time hours. He has no active role in several other LLCs, dedicating minimal time to them.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations35 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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