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Brian Dennis Lloyd

Painted Porch Advisors LLC

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About Brian Dennis Lloyd

Brian Dennis Lloyd is a registered Investment Advisor Representative with Painted Porch Advisors LLC, located in Santa Barbara, CA. Brian has been in the industry since May 2007 and has been with Painted Porch Advisors LLC since May 2019. Brian is registered with the state of California and Texas as an Investment Advisor Representative. Brian specializes in Portfolio Management for Individuals, Portfolio Management for Businesses, Portfolio Management for Pooled Investment Vehicles and Financial Planning.

Firm Information

Brian Lloyd is currently registered with Painted Porch Advisors LLC. Painted Porch Advisors LLC is a Santa Barbara, CA-based Registered Investment Adviser with approximately $371,811,867 in regulatory assets under management. The firm provides financial planning, portfolio management for individuals, businesses, and pooled investment vehicles. Painted Porch Advisors primarily serves high-net-worth individuals and individuals other than high-net-worth, with approximately 95 and 124 clients in these categories, respectively.
Painted Porch Advisors LLC

115 S LA CUMBRE LANE

SANTA BARBARA, CA 93105

$371.81M

Assets Under Management

Not reported

Total Clients

7

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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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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Brian Lloyd’s Registration & Firm History

CA

05/17/2021 - Present

Painted Porch Advisors LLC (SANTA BARBARA CA)

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Licenses & Designations

IA

Issued 12/26/2008

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brian Dennis Lloyd.
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