David LloydCRD Number: 1260603
Current Firm: H. Beck, Inc.
David Lloyd (CRD# 1260603) is an Investment Advisor Representative working at H. Beck, Inc. in Nashville, TN and has over 33 years of experience in the finance industry.
Retirement Resources Management, LLC
Envision Wealth Planning
Raymond James Financial Services Advisors, Inc.
|H. Beck, Inc.||Rockville, MD||Sep 2006 - Current||11|
|Financial Stratefies, Inc.||Nashville, TN||May 2003 - Current||14|
|Wall Street Financial Group||Fairport, NY||May 2003 - Sep 2006||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1984|
|S65||NASAA Investment Advisors Law Examination||Aug 2005|
Total Assets Under Management1,825MILLIONS
Total Number of Accounts10,457ACCOUNTS
Average Account Value$174,531
- A percentage of assets under your management
- Hourly charges
- 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)
- Educational seminars/workshops
AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV