Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Michael Lloyd is a financial advisor registered with Vanguard Advisers, Inc. in Plano, TX. Jeffrey has been working in the financial industry since August 10, 2012. Jeffrey is a Certified Financial Planner and holds the Series 7, Series 63, Series 65 and SIE licenses. Jeffrey specializes in financial planning, portfolio management for businesses and individuals, and selection of other advisors. Jeffrey's firm manages assets for individuals, businesses, and pooled investment vehicles, with a total of $333,066,527,268 in assets under management. Jeffrey's clients include individuals, high-net-worth individuals, pension and profit sharing plans, corporations, charitable organizations, health and welfare trusts, and pooled investment vehicles.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
TX
07/06/2022 - Present
Vanguard Advisers, Inc. (Plano TX)
TX
08/03/2012 - 06/07/2022
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
IA
Issued 09/13/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/10/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jeffrey Lloyd is the right advisor for you? Invested Better is here to help.
