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Aimee Margaret Lloyd

Winthrop Wealth

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About Aimee Margaret Lloyd

Aimee Lloyd is a financial advisor at Winthrop Wealth. Aimee has been in the industry since 2002 and is a CERTIFIED FINANCIAL PLANNER™. Aimee's experience and expertise provide a strong foundation for her clients' investment advice needs. Winthrop Wealth offers a variety of financial services, including financial planning, portfolio management, and pension consulting.

Firm Information

Aimee Lloyd is currently registered with Winthrop Wealth. Winthrop Wealth, headquartered in Boston, Massachusetts, is a wealth management firm with a team of 22 investment advisor representatives and 9 licensed agents. They manage over $2.2 billion in assets for a diverse clientele, including high-net-worth individuals, corporations, and charitable organizations. The firm offers a wide range of advisory services, including financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.
Winthrop Wealth

321 COLUMBUS AVE

BOSTON, MA 02116-5168

$2.21B

Assets Under Management

29

Total Clients

15

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Aimee Lloyd’s Registration & Firm History

WA

11/15/2022 - Present

Winthrop Wealth (Bellevue WA)

WA

08/24/2005 - 05/03/2022

LPL FINANCIAL LLC (KIRKLAND WA)

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Licenses & Designations

BOTH

Issued 09/02/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/19/2013

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/23/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Aimee Margaret Lloyd.
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