Charles R. Lloyd, Cfa

Charles R. Lloyd, Cfa (CRD# 167938) is a financial advisory firm headquartered in , . They manage $11,400,000 in 19 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    19
    ACCOUNTS
  • Average Account Value
    $600,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, MN, NC

Financial Advisors at Charles R. Lloyd, Cfa
Showing 1 - 1 of 1 top financial advisors.
1
Charles R. Lloyd
CRD#: 1820296
Minneapolis, MN
96
Wealthminder
score

Charles Lloyd (CRD# 1820296) is an Investment Advisor Representative working at Charles R. Lloyd, Cfa in Minneapolis, MN and has over 30 years of experience in the finance industry.

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