Lloyd Noland, financial advisor Charlottesville VA

Lloyd Noland

CRD Number: 3092320
Current Firm: Brown Advisory

Lloyd Noland (CRD# 3092320) is an Investment Advisor Representative working at Brown Advisory in Charlottesville, VA and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Brown Advisory Baltimore, MD Nov 2018 - Current 5
Signature Financial Management, Inc. Norfolk, VA Aug 2011 - Current 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2000
S65 NASAA Investment Advisors Law Examination Dec 2011
Contact Info for Lloyd C. Noland
Phone Number: 757-625-7670
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    6,607
    MILLIONS
  • Total Number of Accounts
    1,888
    ACCOUNTS
  • Average Account Value
    $3,499,266
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

FL, IL, NC, VA

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