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Dustin Lloyd

Legacy Wealth Management, LLC

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About Dustin Lloyd

Dustin Lloyd is an Investment Advisor Representative with Legacy Wealth Management, LLC and Ancorato. Dustin has been in the financial services industry since 2016, and has a Series 65 license. Dustin specializes in financial planning, portfolio management for individuals, and advisory consulting.

Firm Information

Dustin Lloyd is currently registered with Legacy Wealth Management, LLC. Legacy Wealth Management, LLC is an investment advisor registered with the SEC. Located in Boise, Idaho, the firm has 11 licensed agents, 23 investment advisor representatives, and 16 investment advisory functions. They manage over $373 million in assets for 3,537 clients, primarily high-net-worth individuals, individuals other than high-net-worth, and pension and profit-sharing plans. They offer a range of advisory services including financial planning, portfolio management for individuals, and selection of other advisors.
Legacy Wealth Management, LLC

13965 W. CHINDEN BLVD.

BOISE, ID 83713

$373.21M

Assets Under Management

Not reported

Total Clients

26

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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advisory consulting

Advisory consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Dustin Lloyd’s Registration & Firm History

ID

08/12/2020 - Present

Legacy Wealth Management, LLC (Meridian ID)

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Licenses & Designations

IA

Issued 08/10/2020

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Dustin Lloyd.
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