Brandon Lloyd, financial advisor New Boston TX

Brandon Lloyd

CRD Number: 7441278
Current Firm: State Farm Investment Management Corp.

Brandon Lloyd (CRD# 7441278) is an Investment Advisor Representative working at State Farm Investment Management Corp. in New Boston, TX and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
State Farm Investment Management Corp New Boston, TX Apr 2023 - Current 1
State Farm Vp Management Corp. New Boston, TX Sep 2022 - Current 1
Brandon Lloyd Insurance Agency New Boston, TX Dec 2019 - Current 4
State Farm Vp Management Corp. New Boston, TX Sep 2021 - Mar 2022 < 1
State Farm Insurance Richardson, TX Jul 2019 - Nov 2019 < 1
Dustin Cooley Insurance Agency Texarkana, AR Mar 2017 - Jul 2019 2
Peoples Bank Magnolia, AR May 2016 - Feb 2017 < 1
Southern Arkansas University Magnolia, AR Aug 2012 - Dec 2016 4
Mulerider Activity Center Magnolia, AR Jan 2014 - May 2016 2
Columbia Property Management Texarkana, AR May 2015 - Jul 2015 < 1
Southern Arkansas University Paint Crew Magnolia, AR May 2014 - Aug 2014 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2023
S63 Uniform Securities State Law Examination Nov 2022
Contact Info for Brandon M. Lloyd
Phone Number: 800-447-0740
Registered State(s):
  • AR
  • OK
  • TX
By the Numbers
  • Total Assets Under Management
    10,165
    MILLIONS
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $2,541,134,043
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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