Thomas Lloyd, financial advisor Lakeland FL
88 score

Thomas Lloyd

CRD Number: 5381476
Current Firm: Wells Fargo Advisors, LLC

Thomas Lloyd (CRD# 5381476) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Lakeland, FL and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors, LLC Sarasota, FL Oct 2014 - Current 2
Wells Fargo Bank, Na Sarasota, FL Oct 2014 - Current 2
Bmo Harris Bank Sarasota, FL Apr 2010 - Oct 2014 4
Raymond James St. Petersburg, FL Feb 2009 - Apr 2010 1
Wells Fargo Financial Seminole, FL Jul 2008 - Feb 2009 < 1
Aig-american General Tuscaloosa, AL Jul 2007 - Jul 2008 1
Edward Jones St. Louis, MO May 2007 - Jun 2007 < 1
University Of Alabama Tuscaloosa, AL Aug 2004 - May 2007 2
Old Navy Tuscaloosa, AL Nov 2002 - May 2007 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2015
Contact Info for Thomas C. Lloyd
Phone Number: 314-875-3000
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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
88
Clean Record
This advisor has a clean track record with regulators.

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