Eric C. Loyd
WEALTHSPIRE RETIREMENT ADVISORY
Atlanta, GA 30326
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CRD#: 2378616
Professional summary
Eric Christopher Loyd, AIF®, CFP® is a registered financial advisor currently at WEALTHSPIRE RETIREMENT ADVISORY located in Atlanta, Georgia.
Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Eric has worked at 5 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Eric C. Loyd is one of two partners in LS Partners, LLC - the other partner being his business associate, B. Keith Sproles. LS Partners is located at 1325 Satellite Boulevard, Suite 1301, Suwanee, GA 30024. LS Partners was formed in late 2010 to purchase an office condominium as AFS Advisor, LLC's place of business. No clients of AFS Advisors, LLC are investors in LS Partners. Mr. Loyd devotes approximately 2 hours per month to this business, and none of those hours occur during securities trading hours. Eric C. Loyd has participated as a silent partner in RKWE, LLC ("RKWE"), located at 224 Pecan Meadow Drive Baton Rouge LA 70810, since July 1, 2014. RKWE invests in residential real estate along the Mississippi Gulf Coast. RKWE has one additional partner. None of the activities of RKWE is related to the securities industry. No clients of NFP are investors in RKWE. Mr. Loyd devotes approximately 2 hours per month to this business, and none of those hours occur during securities trading hours
CRS (Client Relationship Summary) - RIA
Click below to view Eric Christopher Loyd's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2014
Experience
Current
December 20, 2021 - Present
WEALTHSPIRE RETIREMENT ADVISORY
Office #1: 3445 Peachtree Road Ne Suite 200, Atlanta, GA 30326RIA
CRD#: 121254
Atlanta, GA
Past
March 18, 2011 - March 31, 2022
AFS ADVISORS, LLC
RIA
CRD#: 156180
SUWANEE, GA
Past
October 28, 2004 - March 8, 2018
ADVANCED FINANCIAL STRATEGISTS INC
RIA
CRD#: 106463
LAWRENCEVILLE, GA
Past
January 1, 1999 - April 23, 2004
GPC SECURITIES, INC.
BD
CRD#: 14007
ATLANTA, GA
Past
July 19, 1995 - January 1, 1999
INVESCO DISTRIBUTORS, INC.
BD
CRD#: 289
HOUSTON, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WR
WEALTHSPIRE RETIREMENT ADVISORY
401 (K) ADVISORS | WEALTHSPIRE RETIREMENT, LLC | WEALTHSPIRE RETIREMENT ADVISORY | SST BENEFITS AND CONSULTING SERVICES LLC | NFP RETIREMENT INC. | NFP RETIREMENT | FIDUCIARYPATH | FIDUCIARY FIRST, LLC | ACCELERATE RETIREMENT | 403(B) ADVISORS | 401(K) INVESTMENT ADVISORS, INC. | 401(K) ADVISORS, INC. | 401(K) ADVISORS INC. | 401 (K) ADVISORS, INC.
CRD#: 121254 / SEC#: 801-66107
RIA
Registered Investment Advisory firm - (1/31/2006 Approved)California
Registered Investment Advisory firm - (2/9/2006 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(10/22/2025)
IAR
Georgia(2/15/2024)
IAR
South Carolina(4/2/2024)
IAR
Texas(12/21/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
WR
WEALTHSPIRE RETIREMENT ADVISORY
401 (K) ADVISORS | WEALTHSPIRE RETIREMENT, LLC | WEALTHSPIRE RETIREMENT ADVISORY | SST BENEFITS AND CONSULTING SERVICES LLC | NFP RETIREMENT INC. | NFP RETIREMENT | FIDUCIARYPATH | FIDUCIARY FIRST, LLC | ACCELERATE RETIREMENT | 403(B) ADVISORS | 401(K) INVESTMENT ADVISORS, INC. | 401(K) ADVISORS, INC. | 401(K) ADVISORS INC. | 401 (K) ADVISORS, INC.
CRD#: 121254 / SEC#: 801-66107
RIA
Registered Investment Advisory firm - (1/31/2006 Approved)California
Registered Investment Advisory firm - (2/9/2006 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
120 Vantis Suite 400, Aliso Viejo, CA 92656
Mailing Address
Phone number
(949) 460-9898
Established
Firm type
Fiscal year end
# of Employees
240
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 9,394 |
| AUM (Assets Under Management) | $ 118,031,461,765 |
Red Flags
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