Richard Lloyd (CRD# 2940863) is an Investment Advisor Representative working at Highpoint Planning Partners in Orland Park, IL and has over 26 years of experience in the finance industry.
CRD# 4846117
Hightower Advisors, LLC
CRD# 5569194
Amplify Investments LLC
CRD# 5751555
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Orland Park, IL | Sep 2014 - Current | 9 |
| Highpoint Advisor Group, LLC | Orland Park, IL | Sep 2014 - Current | 9 |
| R. Lloyd & Company, Ltd. | Orland Park, IL | Feb 1980 - Current | 44 |
| Vsr Advisory Services | Overland Park, KS | Aug 2007 - Sep 2014 | 7 |
| Vsr Financial Services, Inc. | Overland Park, KS | Aug 1997 - Sep 2014 | 17 |
| Lloyd Investment Services | Orland Park, IL | Aug 1997 - Sep 2014 | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1997 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2000 |
- IL
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Total Assets Under Management3,001MILLIONS
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Total Number of Accounts13,229ACCOUNTS
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Average Account Value$226,850
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, 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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