Unclaimed Profile

Lloyd George King

VISION INVESTMENT ADVISORS, LLC·STAMFORD, Connecticut

SIE, Series 4, Series 7, Series 22, Series 22TO, Series 24, Series 53, Series 57TO, Series 63, Series 65, Series 99TOClean record19 years registeredVISION INVESTMENT ADVISORS, LLC

4 HIGH RIDGE PARK, STAMFORD, CT 06905CRD# 1606277Firm CRD# 109621

Profile Verification

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

Identity

Lloyd George King · STAMFORD, CT

Registration

CRD #1606277 · VISION INVESTMENT ADVISORS, LLC · 19 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: VISION INVESTMENT ADVISORS, LLC

VISION INVESTMENT ADVISORS, LLC

Apr 2007 – Dec 2021

New York, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 22

Series 22TO

Series 24

Series 53

Series 57TO

Series 63

Series 65

Series 99TO

Registration record

First registered · April 11, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

VISION INVESTMENT ADVISORS, LLC

CRD 109621 · SEC 801-57975

AUM

$106M

Regulatory assets under management

Employees

110 client accounts

Services offered by VISION INVESTMENT ADVISORS, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at VISION INVESTMENT ADVISORS, LLC →

Introduction

Speak with Lloyd

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Lloyd is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in STAMFORD?

Browse all registered financial advisors in STAMFORD, Connecticut or claim this profile if it's yours.

Browse STAMFORD Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Lloyd George King offer?

Lloyd George King specializes in Investment Management, Wealth Management.

What are Lloyd George King's credentials?

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

Where is Lloyd George King located?

Lloyd George King is based in STAMFORD, Connecticut, last registered with VISION INVESTMENT ADVISORS, LLC.

How does Lloyd George King charge for services?

Lloyd George King's firm is compensated through percentage of aum, subscription fees, commissions, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VISION INVESTMENT ADVISORS, LLC?

VISION INVESTMENT ADVISORS, LLC has approximately 7 employees and manages $106M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →