Lloyd NolandCRD Number: 3092320
Current Firm: Signature Family Wealth Advisors
Lloyd Noland (CRD# 3092320) is an Investment Advisor Representative working at Signature Family Wealth Advisors in Norfolk, VA and has over 17 years of experience in the finance industry.
Pathway Financial Planning, Inc.
Lincoln Financial Advisors Corporation
Virginia Capital Management Group Inc.
|Signature Financial Management, Inc.||Norfolk, VA||Aug 2011 - Current||6|
|Williams Mullen||Virginia Beach, VA||Sep 2006 - Aug 2011||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2000|
|S65||NASAA Investment Advisors Law Examination||Dec 2011|
Total Assets Under Management3,316MILLIONS
Total Number of Accounts1,024ACCOUNTS
Average Account Value$3,238,741
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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)
FL, IL, NY, TX, VA