John  Loyd,  CFP<sup>&reg;</sup> - Financial Advisor

John Loyd, CFP®

EA

The Wealth Planner™

1300 Summit Ave, Ste 120
Fort Worth, TX 76102
(817) 877-0717

General

John Loyd is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at The Wealth Planner™ in Fort Worth, TX and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Enrolled Agent (EA)

Insurance Licenses

  • Life insurance: TX
  • Health/disability insurance: TX
  • Fixed annuities: TX
  • Variable annuities: TX

Broker-Dealer Affiliation

LPL Financial

Broker-Dealer Disclaimer

Securities & Advisory Services offered through LPL Financial, Member FINRA/SIPC

Financial Advisor's Specialties

Comprehensive Financial Planning

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Helpful Financial Planning Resources