Loyd Timmons has been an investment adviser representative at Asset Management Strategies since August 2017, and is not listed among the firm’s executive officers or direct owners.
Asset Management Strategies, Inc. is an Indianapolis, IN firm with $220M under management, 2,110 clients and 8 advisers across 3 offices, as of its March 2026 filing.
Loyd Timmons’ longest registration is the current one, 9 years at Asset Management Strategies since 2017. Before joining Asset Management Strategies in 2017, Loyd Timmons was registered through LPL Financial LLC and Center for Wealth Planning Advisors, Inc.
- – present · 9 yearsFrankfort, IN · Adviser representative · Firm CRD 135173
- LPL Financial LLC– · under a yearFrankfort, IN · Adviser representative · Firm CRD 6413
- Center for Wealth Planning Advisors, Inc– · under a yearFrankfort, IN · Adviser representative · Firm CRD 173312
- Edward Jones– · 4 yearsFrankfort, IN · Adviser representative · Firm CRD 250
- Edward Jones– · 1 yearWest Lafayette, IN · Adviser representative · Firm CRD 250
Investment adviser representative registrations
Loyd Timmons is registered as an investment adviser representative in Indiana, since August 2017.
- IndianaSince 12 August 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 52 | Municipal Securities Representative Examination | 13 July 2015 |
| Series 66 | Uniform Combined State Law Examination | 23 March 2012 |
| Series 7 | General Securities Representative Examination | 6 March 2012 |
- Name
- Securities Industry Essentials Examination
- Name
- Municipal Securities Representative Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Loyd Alan Timmons
- CRD
- 5310468
- Firm
- Asset Management Strategies · CRD 135173
- Office
- Frankfort, IN
- Registration
- Investment adviser registration
- In the industry since
- July 2010
- Disciplinary history
- Not yet shown here · SEC record
Where does Loyd Timmons work?
Loyd Timmons is an investment adviser representative registered through Asset Management Strategies, Inc. since August 2017, and is not listed among the firm’s executive officers or direct owners.
Is Loyd Timmons a financial advisor?
Yes. Loyd Timmons has a current investment-adviser registration in Indiana, through Asset Management Strategies since August 2017.
How many years of experience does Loyd Timmons have?
Loyd Timmons has 16 years in the financial industry, since July 2010, across 4 adviser firms.
What exams has Loyd Timmons passed?
Loyd Timmons has passed 3 licensing exams: the Series 7, Series 66 and Series 52. The earliest, the Series 7, was passed in March 2012. FINRA credited Loyd Timmons with the SIE, which began in October 2018.
Where did Loyd Timmons work before Asset Management Strategies?
Before Asset Management Strategies, Loyd Timmons was registered through LPL Financial LLC, June 2017 to August 2017; Center for Wealth Planning Advisors, Inc, July 2016 to June 2017; Edward Jones, May 2012 to July 2016; Edward Jones, June 2007 to January 2009.
Where is Loyd Timmons based?
Loyd Timmons’ registered office is in Frankfort, IN.
Is Loyd Timmons registered with FINRA?
No. Loyd Timmons has no current broker registration.
How can I verify Loyd Timmons’ record?
Search CRD 5310468 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Loyd Timmons’ full registration record.
