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).
Total Assets Under Management11MILLION
Total Number of Accounts19ACCOUNTS
Average Account Value$600,000
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CA, MN, NC
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.