Lloyd Archibald, financial advisor Jacksonville FL
90 score

Lloyd Archibald

CRD Number: 5971974
Current Firm: Cetera Investment Advisers LLC

Lloyd Archibald (CRD# 5971974) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Jacksonville, FL and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Investment Services LLC St.cloud, MN Jul 2015 - Current 1
Regions Bank Jacksonville, FL Jul 2015 - Current 1
Cetera Investment Advisers LLC Jacksonville, FL Jul 2015 - Current 1
Jp Morgan Chase Bank Jacksonville, FL Aug 2013 - Jun 2015 1
Jpmorgan Securities LLC Jacksonville, FL Aug 2013 - Jun 2015 1
Bank Of America, N.a Jacksonville, FL Aug 2012 - Aug 2013 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville, FL Jul 2012 - Aug 2013 1
Unemployed Saint Augustine, FL Jan 2012 - Jul 2012 < 1
Merrill Lynch, Pierce, Fenner &amp;amp; Smith Incorporated Jacksonville, FL Aug 2011 - Jan 2012 < 1
Unemployed Saint Augustine, FL Feb 2011 - Aug 2011 < 1
Sleiman Enterprises Jacksonville, FL Apr 1998 - Feb 2011 12
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2012
Contact Info for Lloyd W. Archibald
Phone Number: 888-528-2987
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    7,010
    MILLIONS
  • Total Number of Accounts
    26,660
    ACCOUNTS
  • Average Account Value
    $262,943
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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