Brandon Lloyd, financial advisor Warrenton VA
93 score

Brandon Lloyd

CRD Number: 6141531
Current Firm: Mountain View Wealth Management LLC

Brandon Lloyd (CRD# 6141531) is an Investment Advisor Representative working at Mountain View Wealth Management LLC in Warrenton, VA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Mountain View Wealth Management LLC Warrenton, VA Feb 2017 - Current 1
Wells Fargo Clearing Services, LLC Leesburg, VA Nov 2016 - Current 1
Wells Fargo Advisors, LLC Leesburg, VA May 2011 - Nov 2016 5
Sizemore Law Group Harrisonburg, VA Aug 2010 - May 2011 < 1
James Madison University Harrisonburg, VA Aug 2006 - May 2011 4
Washington Examiner Springfield, VA May 2010 - Aug 2010 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2013
S65 NASAA Investment Advisors Law Examination Aug 2012
Contact Info for Brandon R. Lloyd
Phone Number: (540) 219-8462
Firm Website: https://mvwmllc.com/
Registered State(s):
  • VA
Current Firm Details
Mountain View Wealth Management LLC
Firm's CRD Number: 287865
By the Numbers
  • Total Assets Under Management
    20
    MILLIONS
  • Total Number of Accounts
    24
    ACCOUNTS
  • Average Account Value
    $833,333
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

VA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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