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John-thomas Lloyd

Parkshore Wealth Management

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About John-thomas Lloyd

John-thomas Lloyd is an Investment Advisor Representative with Parkshore Wealth Management. John-thomas Lloyd has been in the industry since January 2012 and is currently registered with California and Texas. John-thomas Lloyd is located in the firm's Roseville, CA office.

Firm Information

John-thomas Lloyd is currently registered with Parkshore Wealth Management. Parkshore Wealth Management is a registered investment advisor based in Granite Bay, CA. The firm provides a range of financial services, including financial planning, portfolio management, and pension consulting. Parkshore Wealth Management manages approximately $399 million in assets for a diverse clientele, including high-net-worth individuals, pension and profit sharing plans, and individuals other than high-net-worth.
Parkshore Wealth Management

5940 GRANITE LAKE DRIVE

GRANITE BAY, CA 95746

$399.05M

Assets Under Management

2

Total Clients

4

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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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.

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tax preparation

Tax preparation

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

Retainer fees

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John-thomas Lloyd’s Registration & Firm History

CA

08/07/2017 - Present

Parkshore Wealth Management (ROSEVILLE CA)

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Licenses & Designations

IA

Issued 09/08/2012

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John-thomas Lloyd.
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