Lloyd ArchibaldCRD 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.
Northwestern Mutual Investment Services,llc
Paragon Wealth Strategies, LLC
Wealth By Empowerment
|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 &amp; Smith Incorporated||Jacksonville, FL||Jul 2012 - Aug 2013||1|
|Unemployed||Saint Augustine, FL||Jan 2012 - Jul 2012||< 1|
|Merrill Lynch, Pierce, Fenner &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|
Total Assets Under Management7,010MILLIONS
Total Number of Accounts26,660ACCOUNTS
Average Account Value$262,943
- 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
- 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
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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