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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Christopher Loyd is a financial advisor with NFP Retirement Inc. based in Aliso Viejo, CA. Eric is a registered Investment Advisor (IA) in California, Georgia, South Carolina, and Texas. Eric has been in the financial services industry since 1995 and holds a Series 7, Series 63, and Series 65 license. Eric is a Certified Financial Planner™ professional. Eric has experience working with high-net-worth individuals, as well as pension and profit-sharing plans. In addition to NFP Retirement, Eric has previously worked for AMVESCAP Services, Inc., and INVESCO DISTRIBUTORS, INC. Eric also has experience in real estate investing.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Research reports on 401(k) plans / diligence on investment lineups
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
12/21/2021 - Present
NFP Retirement Inc. (ALISO VIEJO CA)
GA
01/01/1999 - 04/23/2004
AMVESCAP SERVICES, INC. (ATLANTA GA)
TX
07/19/1995 - 01/01/1999
INVESCO DISTRIBUTORS, INC. (HOUSTON TX)
IA
Issued 10/26/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/10/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/18/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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