The Lloyd Group

The Lloyd Group (CRD# 150582) is a financial advisory firm headquartered in Suwanee, GA. They serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
  • Other
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.

GA, LA

Financial Advisors at The Lloyd Group
Showing 1 - 4 of 4 top financial advisors.
1
Andrew B. Jones
CRD#: 5428479
3575 Lawrenceville Suwanee Road, Suwanee, GA 30024
93
Wealthminder
score

Andrew Jones (CRD# 5428479) is an Investment Advisor Representative working at The Lloyd Group in Suwanee, GA and has over 9 years of experience in the finance industry.

2
Mark A. Lloyd
CRD#: 3098561
3575 Lawrenceville Suwanee Road, Suwanee, GA 30024
93
Wealthminder
score

Mark Lloyd (CRD# 3098561) is an Investment Advisor Representative working at The Lloyd Group in Suwanee, GA and has over 9 years of experience in the finance industry.

3
James B. Morris
CRD#: 5428483
3575 Lawrenceville Suwanee Road, Suwanee, GA 30024
93
Wealthminder
score

James Morris (CRD# 5428483) is an Investment Advisor Representative working at The Lloyd Group in Suwanee, GA and has over 9 years of experience in the finance industry.

4
Clifford R. Hitt
CRD#: 6485813
3575 Lawrenceville Suwanee Road, Suwanee, GA 30024
67
Wealthminder
score

Clifford Hitt (CRD# 6485813) is an Investment Advisor Representative working at The Lloyd Group in Suwanee, GA and has over 2 years of experience in the finance industry.

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