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LLOYD ADVISORY SERVICES, LLC
LLOYD ADVISORY SERVICES, LLC
THE LLOYD ADVISORY GROUP
SUWANEE, Georgia
·
4 registered advisors
·
CRD# 150582
SEC# 801-117056
2
770-932-0387
01
Firm Overview
AUM
$300M
Regulatory assets under management
Employees
14
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
03
Specialties
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at LLOYD ADVISORY SERVICES, LLC
4 registered advisors
Andrew Burton Jones
SUWANEE, Georgia
CRD# 5428479
Dennis Richard Mason
SUWANEE, Georgia
CRD# 3107130
James Blake Morris
SUWANEE, Georgia
CRD# 5428483
Mark Alan Lloyd
SUWANEE, Georgia
CRD# 3098561
05
Office Locations
SUWANEE, Georgia
4 advisors
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Data sourced from SEC Form ADV filings. LLOYD ADVISORY SERVICES, LLC (CRD# 150582) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.