Nina Lloyd (CRD# 5134770) is an Investment Advisor Representative working at Opus Financial Advisors, Inc. in Statesville, NC and has over 17 years of experience in the finance industry.
CRD# 1876666
Lion Street Advisors, LLC
CRD# 4682375
Jarrod Adams Investing, LLC
CRD# 4592855
3a Financial Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Chapel Hill, NC | Nov 2023 - Current | < 1 |
| Opus Financial Advisors | Chapel Hill, NC | Oct 2012 - Current | 11 |
| All Things Beautiful Photography | Chapel Hill, NC | Jan 2012 - Current | 12 |
| Nirae Properties LLC | Durham, NC | Jul 2007 - Current | 16 |
| Lloyd Grading And Utilities Inc. | Chapel Hill, NC | Nov 2006 - Current | 17 |
| Fsc Securities Corporation | Statesville, NC | Aug 2012 - Nov 2023 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2006 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2012 |
- NC
-
Total Assets Under Management43MILLIONS
-
Total Number of Accounts147ACCOUNTS
-
Average Account Value$294,558
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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
- Educational seminars/workshops
- Other
NC
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.