Loyd Rawls, financial advisor Woodland Hills CA

Loyd Rawls

CRD Number: 371614
Current Firm: Lincoln Investment

Loyd Rawls (CRD# 371614) is an Investment Advisor Representative working at Lincoln Investment in Woodland Hills, CA and has over 36 years of experience in the finance industry.

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Company Name Location Dates Years
Lincoln Investment Orlando, FL Jun 2012 - Current 10
Capital Analysts Incorporated Radnor, PA May 2006 - Current 16
Lincoln Financial Advisors Corporation Maitland, FL Jun 1998 - Current 24
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1986
S65 NASAA Investment Advisors Law Examination May 1997
Contact Info for Loyd H. Rawls
Phone Number: 215-887-8111
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    17,732
    MILLIONS
  • Total Number of Accounts
    188,491
    ACCOUNTS
  • Average Account Value
    $94,076
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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