David Lloyd, financial advisor Orlando FL

David Lloyd

CRD Number: 5012137
Current Firm: Global Assets Advisory, LLC

David Lloyd (CRD# 5012137) is an Investment Advisor Representative working at Global Assets Advisory, LLC in Orlando, FL and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Global Assets Advisory, LLC Merrillville, IN Jul 2020 - Current 3
International Assets Advisory, LLC Merrillville, IN Jul 2020 - Current 3
Laszlo Rigsby Advisory Services Merrillville, IN Jan 2012 - Current 12
Grace Capital Management Merrillville, IN Feb 2017 - Jul 2020 3
Triad Advisors, Inc. Norcross, GA Feb 2013 - Jul 2020 7
Jbl Group, LLC Merrillville, IN Jan 2012 - Aug 2018 6
Triad Advisors, Inc. Merrillville, IN Feb 2013 - Sep 2017 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2005
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for David J. Lloyd
Phone Number: 407-254-1500
Firm Website: https://www.iaac.com
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    252
    MILLIONS
  • Total Number of Accounts
    1,377
    ACCOUNTS
  • Average Account Value
    $183,049
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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)
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, WY

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