Jill LloydCRD Number: 1847521
Current Firm: Ubs Financial Services Inc.
Jill Lloyd (CRD# 1847521) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Stamford, CT and has over 34 years of experience in the finance industry.
Cetera Advisor Networks LLC
Lincoln Financial Advisors Corporation
American Portfolios Advisors, Inc.
|Ubs Financial Services||Stamford, CT||Aug 2021 - Current||1|
|Evercore Wealth Managment||New York, NY||Nov 2016 - Aug 2021||4|
|Asap!||Washington Depot, CT||May 2007 - Sep 2016||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1989|
|S66||NASAA Uniform Combined State Law Examination||Oct 2021|
Total Assets Under Management600,809MILLIONS
Total Number of Accounts1,077,471ACCOUNTS
Average Account Value$557,610
- 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)
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Educational seminars/workshops
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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