Lloyd Engleman (CRD# 4168322) is an Investment Advisor Representative working at Accelerate Retirement in Corona, CA and has over 24 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Accelerate Retirement | Aliso Viejo, CA | May 2023 - Current | 1 |
| Alkeme Financial Services, LLC | Ladera Ranch, CA | Apr 2022 - Current | 2 |
| Nfp Retirement Inc. | Aliso Viejo, CA | Dec 2021 - Jul 2023 | 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 |
- CA
- TX
-
Total Assets Under Management104MILLIONS
-
Total Number of Accounts364ACCOUNTS
-
Average Account Value$285,718
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
AZ, CA, GA, MD, NC, NE, NJ, PA, TX, VA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.