Unclaimed Profile

Brian Dennis Lloyd

PAINTED PORCH ADVISORS LLC·SANTA BARBARA, California

Clean recordPAINTED PORCH ADVISORS LLC

115 S LA CUMBRE LANE, SANTA BARBARA, CA 93105CRD# 2917103Firm CRD# 304375

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brian Dennis Lloyd · SANTA BARBARA, CA

Registration

CRD #2917103 · PAINTED PORCH ADVISORS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Brian Dennis Lloyd is a registered financial advisor based in SANTA BARBARA, California, affiliated with PAINTED PORCH ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Introduction

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Firm Overview

Firm

PAINTED PORCH ADVISORS LLC

AUM

$372M

Regulatory assets under management

Employees

Total firm employees

View all advisors at PAINTED PORCH ADVISORS LLC →

Services

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 2917103

Firm CRD# 304375

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Brian Dennis Lloyd offer?

Brian Dennis Lloyd specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in SANTA BARBARA, California for a consultation.

What are Brian Dennis Lloyd's credentials?

Brian Dennis Lloyd is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brian Dennis Lloyd located?

Brian Dennis Lloyd is based in SANTA BARBARA, California, working with PAINTED PORCH ADVISORS LLC. Their office serves clients in the SANTA BARBARA metropolitan area and surrounding communities.

How does Brian Dennis Lloyd charge for services?

Brian Dennis Lloyd's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PAINTED PORCH ADVISORS LLC?

PAINTED PORCH ADVISORS LLC has approximately 15 employees and manages $372M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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