J CloydCRD Number: 1808900
Current Firm: 1st Global Advisors Inc.
J Cloyd (CRD# 1808900) is an Investment Advisor Representative working at 1st Global Advisors Inc. in London, KY and has over 29 years of experience in the finance industry.
Northwestern Mutual Investment Services,llc
Next Financial Group, Inc.
|1st Global Insurance Services, Inc.||London, KY||Jan 2017 - Current||1|
|1st Global Capital Corp.||London, KY||Jan 2017 - Current||1|
|1st Global Advisors, Inc.||London, KY||Jan 2017 - Current||1|
|H.d. Vest Advisory Services||London, KY||Feb 2008 - Jan 2017||8|
|H.d. Vest Investment Services||London, KY||Oct 2004 - Jan 2017||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1988|
Total Assets Under Management8,858MILLIONS
Total Number of Accounts25,039ACCOUNTS
Average Account Value$353,788
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY