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Jeffrey Scott Lloyd

Capital Investment Advisors, LLC

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About Jeffrey Scott Lloyd

Jeffrey Scott Lloyd is a financial advisor with Capital Investment Advisors, LLC. Jeffrey Lloyd has been in the industry for more than 10 years. Jeffrey Lloyd specializes in working with high net worth individuals and individuals other than high net worth individuals. Jeffrey Lloyd offers financial planning, pension consulting, and selection of other advisors. Jeffrey Lloyd is registered with the state of Alabama and Georgia.

Firm Information

Jeffrey Lloyd is currently registered with Capital Investment Advisors, LLC. Capital Investment Advisors, LLC is a Registered Investment Advisor (RIA) based in Atlanta, GA. They provide financial planning and portfolio management services to both individuals and businesses. The firm has over 12,390 clients and manages over $5.26 billion in assets. Their advisory services include portfolio management for individuals, pension consulting, and selection of other advisors. The firm caters primarily to individuals, particularly high-net-worth individuals.
Capital Investment Advisors, LLC

10 GLENLAKE PARKWAY

ATLANTA, GA 30328

$5.26B

Assets Under Management

Not reported

Total Clients

36

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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other

Percentage of plan assets

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Jeffrey Lloyd’s Registration & Firm History

GA

05/02/2024 - Present

Capital Investment Advisors, LLC (ATLANTA GA)

GA

07/18/2013 - 04/14/2021

ENERECAP PARTNERS, LLC (ATLANTA GA)

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Licenses & Designations

IA

Issued 04/09/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/27/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/01/2024

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/18/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeffrey Scott Lloyd.
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