Robert Lloyd, financial advisor Memphis TN

Robert Lloyd

CRD Number: 2291892
Current Firm: Revolution Partners, LLC

Robert Lloyd (CRD# 2291892) is an Investment Advisor Representative working at Revolution Partners, LLC in Memphis, TN and has over 31 years of experience in the finance industry.

Similar Advisors
Shannon Acosta, financial advisor Memphis TN
Shannon K. Acosta
CRD# 6347351
Lpl Financial LLC
Similar Advisors
Michael Agee, financial advisor Memphis TN
Michael L. Agee
CRD# 3177764
Strategic Advisory Services
Similar Advisors
Sudhir Agrawal, financial advisor Memphis TN
Sudhir K. Agrawal
CRD# 3193095
Ameriprise Financial Services, LLC
Company Name Location Dates Years
Revolution Partners, LLC Memphis, TN Oct 2013 - Current 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1992
S65 NASAA Investment Advisors Law Examination May 2014
Contact Info for Robert F. Lloyd
Phone Number: 901-421-6300
Registered State(s):
  • LA
  • TN
By the Numbers
  • Total Assets Under Management
    99
    MILLIONS
  • Total Number of Accounts
    612
    ACCOUNTS
  • Average Account Value
    $161,302
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)
Types of Clients
Registered States

KY, LA, MS, TN

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

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.