Michael Lloyd, financial advisor Tacoma WA
90 score

Michael Lloyd

CRD Number: 4549664
Current Firm: Wells Fargo Advisors, LLC

Michael Lloyd (CRD# 4549664) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Tacoma, WA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors LLC Tacoma, WA Apr 2011 - Current 5
Unemployed/student West Palm Beach, FL Jan 2010 - Apr 2011 1
Mahmood Financial Consulting, LLC Rutherford, NJ Jun 2009 - Oct 2009 < 1
Northwestern Mutual Life Insurance Company Milwaukee, WI Feb 2009 - Jun 2009 < 1
Northwestern Mutual Investment Services, LLC Summit, NJ Feb 2009 - Jun 2009 < 1
Northwestern Mutual Investment Services, LLC Fairfield, NJ Feb 2009 - Feb 2009 < 1
Eric S Olson Summit, NJ Jul 2008 - Feb 2009 < 1
Northwestern Mutual Investment Services, LLC Summit, NJ Sep 2002 - Feb 2009 6
Steve Stone Fairfield, NJ Nov 2005 - Jun 2008 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2011
S65 NASAA Investment Advisors Law Examination Dec 2011
Contact Info for Michael W. Lloyd
Phone Number: 314-875-3000
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, 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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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