Dustin Lloyd has been an investment adviser representative at Legacy Wealth Management since August 2020, and is not listed among the firm’s executive officers or direct owners.
Legacy Wealth Management, LLC is a Boise, ID firm with $629M under management, 3,416 clients and 39 advisers across 22 offices, as of its May 2026 filing.
Dustin Lloyd’s longest registration is the current one, 6 years at Legacy Wealth Management since 2020.
- AncoratoAlso current– present · 2 yearsBoise, ID · Adviser representative · Firm CRD 322695
- Legacy Investment Solutions, LLC– · 1 yearMeridian, ID · Adviser representative · Firm CRD 322695
- – present · 6 yearsMeridian, ID · Adviser representative · Firm CRD 174767
Investment adviser representative registrations
Dustin Lloyd is registered as an investment adviser representative in Idaho, since August 2020.
- IdahoSince 12 August 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 10 August 2020 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 7197654
- Firm
- Legacy Wealth Management · CRD 174767
- Office
- 851 N. Hickory Ave. #100, Meridian, ID 83642
- Registration
- Investment adviser registration
- In the industry since
- August 2020
- Disciplinary history
- Not yet shown here · SEC record
Where does Dustin Lloyd work?
Dustin Lloyd is an investment adviser representative registered through Legacy Wealth Management, LLC since August 2020, and is not listed among the firm’s executive officers or direct owners.
Is Dustin Lloyd a financial advisor?
Yes. Dustin Lloyd has a current investment-adviser registration in Idaho, through Legacy Wealth Management since August 2020.
How many years of experience does Dustin Lloyd have?
Dustin Lloyd has 6 years in the financial industry, since August 2020, across 2 adviser firms.
What exams has Dustin Lloyd passed?
Dustin Lloyd passed the Series 65 in August 2020.
Where is Dustin Lloyd based?
Dustin Lloyd’s registered office is in Meridian, ID.
Is Dustin Lloyd registered with FINRA?
No. Dustin Lloyd has no current broker registration.
How can I verify Dustin Lloyd’s record?
Search CRD 7197654 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Dustin Lloyd’s full registration record.
