Lloyd Etheredge, financial advisor Shreveport LA

Lloyd Etheredge

CRD Number: 1350002
Current Firm: Prosperity Wealth Management, Inc.

Lloyd Etheredge (CRD# 1350002) is an Investment Advisor Representative working at Prosperity Wealth Management, Inc. in Shreveport, LA and has over 38 years of experience in the finance industry.

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Company Name Location Dates Years
Prosperity Wealth Management Inc. San Ramon, CA Jan 2019 - Current 5
Fortune Financial Services, Inc. Monaca, PA Dec 2018 - Current 5
Lincoln Financial Securities Corporation Shreveport, LA May 2016 - Dec 2018 2
Cambridge Investment Research Inc. Fairfield, IA Jan 2013 - May 2016 3
Cambridge Investment Research Advisors Inc. Fairfield, IA Jan 2013 - May 2016 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1986
Contact Info for Lloyd G. Etheredge
Phone Number: 925-791-4444
Firm Website: https://trplanning.com
Registered State(s):
  • LA
By the Numbers
  • Total Assets Under Management
    243
    MILLIONS
  • Total Number of Accounts
    1,611
    ACCOUNTS
  • Average Account Value
    $151,068
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AR, AZ, CA, CO, CT, DE, FL, GA, IL, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NV, NY, OH, PA, SC, TX, VA, WA

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