Dustin Lloyd, financial advisor Boise ID

Dustin Lloyd

CRD Number: 7197654
Current Firm: Legacy Wealth Management, LLC

Dustin Lloyd (CRD# 7197654) is an Investment Advisor Representative working at Legacy Wealth Management, LLC in Boise, ID and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Legacy Wealth Management, LLC Boise, ID Sep 2019 - Current 4
Mailtime Inc. Cambridge, ID Sep 2018 - Aug 2019 < 1
Aptive Environmental Chicago, IL Apr 2018 - Aug 2018 < 1
Byu Idaho Rexburg, ID Sep 2017 - Mar 2018 < 1
Triguard Pest Control Kent, WA Apr 2017 - Aug 2017 < 1
Byu Idaho Rexburg, ID Sep 2016 - Mar 2017 < 1
Al A Carte Boise, ID Jun 2016 - Aug 2016 < 1
Church Of Jesus Christ Of Latter-day Saints Las Vegas, NV Jul 2014 - May 2016 1
Mountain View High School Meridian, ID Sep 2000 - Jun 2014 13
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2020
Contact Info for Dustin Lloyd
Phone Number: 208-955-0500
Registered State(s):
  • ID
By the Numbers
  • Total Assets Under Management
    373
    MILLIONS
  • Total Number of Accounts
    3,537
    ACCOUNTS
  • Average Account Value
    $105,516
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WY

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