Lloyd EnglemanCRD Number: 4168322
Current Firm: Nfp Retirement Inc.
Lloyd Engleman (CRD# 4168322) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 22 years of experience in the finance industry.
Raymond James & Associates, Inc.
Dorman Skorheim Wealth Management LLC
Baker Jensen Investment Advisors, LLC
|Nfp Retirement Inc.||Aliso Viejo, CA||Dec 2021 - Current||< 1|
|Kestra Investment Services, LLC||Austin, TX||Jan 2022 - May 2022||< 1|
|Resources Investment Advisors||Overland Park, KS||Dec 2018 - Dec 2021||3|
|Triad Advisors||Norcross, GA||Jan 2019 - Mar 2021||2|
|Independent Financial Partners||Tampa, FL||Dec 2010 - Dec 2018||8|
|Lpl Financial, LLC||Riverside, CA||Nov 2010 - Dec 2018||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2000|
|S65||NASAA Investment Advisors Law Examination||Aug 2014|
Total Assets Under Management78,718MILLIONS
Total Number of Accounts3,797ACCOUNTS
Average Account Value$20,731,607
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, DC, FL, GA, IA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MT, NC, NE, NM, NY, OH, OR, PA, PR, SC, TN, TX, UT, VA, WI, WY
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