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
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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.
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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.
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Completed "Foundations of Financial Planning" coursework and is thrilled to begin earning his Certified Financial Planner designation.
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Handled bookkeeping, customer relationships, inventory management and developed training manuals as a manager in his family pizza business in Ephrata, WA.
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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
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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.
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Loves the Pacific Northwest-- born and raised in Ephrata, WA.
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Married to his dream girl, Katie, and became a dad when Marjorie, his first daughter was born in March, 2020.
