top of page
New Loyd.JPG

Loyd Burleson III, CFP®

Associate Financial Advisor

As a paraplanner and registered Investor Advisor Representative, Loyd helps execute trades and provides clients with investment advice. Loyd works to place trades to manage client portfolios as contributions and distributions are made, and reviews client portfolios, rebalancing them as needed.  He joined Financial Freedom for Dentists with the aspiration to serve clients as a financial advisor in the dental niche, and you can read more of his story here

Fast Facts

  • Built and maintains trackers for client and internal service standards and goals.  Previously, worked for an investment firm in Idaho Falls, ID as an intern while attending college.

  • Achieved Business Finance BS July 2020 from BYU-Idaho as a leadership scholarship recipient and an active member of the Wealth Management Society, using financial modeling software to create present financial plans to a board of financial advisors.

  • Completed "Foundations of Financial Planning" coursework and is thrilled to begin earning his Certified Financial Planner designation.

 

  • Handled bookkeeping, customer relationships, inventory management and developed training manuals as a manager in his family pizza business in Ephrata, WA.

  • Served 2 years as a full-time representative in Washington, D.C. area communicating with people from various parts of the world.

Serving others is one of the most fulfilling things I have done with my life.

Fun Facts

  • Played 3 sports in high school (football, basketball and track) & is an avid fanatic of the Oregon State Beavers, Portland Trail Blazers and the Seattle Seahawks.

 

  • Loves the Pacific Northwest-- born and raised in Ephrata, WA.

  • Married to his dream girl, Katie, and became a dad when Marjorie, his first daughter was born in March, 2020.

IMG-7719.JPG

 

 

© 2020 Financial Freedom for Dentists, LLC

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Financial Freedom for Dentists LLC and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Advisory services are offered through Financial Freedom for Dentists LLC, a SEC Investment Advisor.  Financial Freedom for Dentists LLC is not affiliated with or endorsed by the Social Security Administration or any government agency, and are not engaged in the practice of law. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Washington or where otherwise legally permitted. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Images and photographs are included for the sole purpose of visually enhancing the website. They should not be construed as an endorsement or testimonial from any of the persons in the photograph. The inclusion of any link is not an endorsement of any products or services by Financial Freedom for Dentists LLC. All links have been provided only as a convenience. These include links to web sites operated by other government agencies, nonprofit organizations and private businesses. When you use one of these links, you are no longer on this site and this Privacy Notice will not apply. When you link to another web site, you are subject to the privacy policy of that new site.  When you follow a link to one of these sites neither Financial Freedom for Dentists LLC, nor any agency, officer, or employee of the Financial Freedom for Dentists LLC warrants the accuracy, reliability or timeliness of any information published by these external sites, nor endorses any content, viewpoints, products, or services linked from these systems, and cannot be held liable for any losses caused by reliance on the accuracy, reliability or timeliness of their information. Portions of such information may be incorrect or not current. Any person or entity that relies on any information obtained from these systems does so at her or his own risk.

Advisory services are offered through Financial Freedom for Dentists LLC, a SEC Investment Advisor.  The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

bottom of page