The Lloyd Advisory Group
The Lloyd Advisory Group (CRD# 150582) is a financial advisory firm headquartered in Suwanee, GA. They manage $299,676,117 in 2,486 accounts and serve the financial needs of clients across 10 states (or territories).
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Total Assets Under Management300MILLION
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Total Number of Accounts2,486ACCOUNTS
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Average Account Value$120,546
- A percentage of assets under your management
- 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)
AL, FL, GA, LA, NC, NE, NH, SC, TN, TX
Andrew Jones (CRD# 5428479) is an Investment Advisor Representative working at The Lloyd Advisory Group in Suwanee, GA and has over 16 years of experience in the finance industry.
Mark Lloyd (CRD# 3098561) is an Investment Advisor Representative working at The Lloyd Advisory Group in Suwanee, GA and has over 16 years of experience in the finance industry.
Creston Maxey (CRD# 6706045) is an Investment Advisor Representative working at The Lloyd Advisory Group in Suwanee, GA and has over 7 years of experience in the finance industry.
James Morris (CRD# 5428483) is an Investment Advisor Representative working at The Lloyd Advisory Group in Suwanee, GA and has over 16 years of experience in the finance industry.
Shaun Duffy (CRD# 7876886) is an Investment Advisor Representative working at The Lloyd Advisory Group in Suwanee, GA and has 1 year of experience in the finance industry.
Andrew Lloyd (CRD# 7579064) is an Investment Advisor Representative working at The Lloyd Advisory Group in Suwanee, GA and has 1 year of experience in the finance industry.
Mark Lloyd (CRD# 7149477) is an Investment Advisor Representative working at The Lloyd Advisory Group in Suwanee, GA and has 1 year of experience in the finance industry.