LLOYD TEVIS INVESTMENTS, LLC

LAFAYETTE, California·1 registered advisor·CRD# 323061
SEC# 801-1266600415-237-1895
01

Firm Overview

AUM
$297K
Regulatory assets under management
Employees
4
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Market timing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at LLOYD TEVIS INVESTMENTS, LLC

1 registered advisor
William Jon Poulin
LAFAYETTE, California
05

Office Locations

LAFAYETTE, California
1 advisor

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Data sourced from SEC Form ADV filings. LLOYD TEVIS INVESTMENTS, LLC (CRD# 323061) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.