Jeffrey Lloyd (CRD# 6156445) is an Investment Advisor Representative working at Capital Investment Advisors, LLC in Mountain Brook, AL and has over 10 years of experience in the finance industry.
CRD# 2842337
Nbc Securities, Inc.
CRD# 6641051
Rfg Advisory, LLC
CRD# 6186795
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Capital Investment Advisors, LLC | Atlanta, GA | Mar 2021 - Current | 3 |
| Enerecap Partners, LLC | Atlanta, GA | Jan 2013 - Mar 2021 | 8 |
| Erc Holding Corp. | Atlanta, GA | Jul 2010 - Mar 2021 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2013 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2024 |
- AL
- GA
-
Total Assets Under Management5,261MILLIONS
-
Total Number of Accounts12,390ACCOUNTS
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Average Account Value$424,589
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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