Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kris? Claim Your ProfileKris Lloyd is a financial advisor with AE Wealth Management, LLC. Kris is registered with the state of Texas as an Investment Advisor Representative and has been in the industry since 2002. Kris has passed the Series 66, Series 7 and Series 65 exams. Kris is a registered representative of Foresters Equity Services, Inc., Dominion Investor Services, Inc., and First Allied Securities, Inc.. Kris specializes in providing financial planning, wealth management, and investment advice to individuals, corporations, and retirement plans. Kris is also the owner and CEO of TCMG, LP dba The College Money Guys. Kris also owns and manages The Lloyd Financial Group, LLC.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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TX
02/22/2022 - Present
AE Wealth Management, LLC (Houston TX)
CA
01/01/2009 - 01/29/2010
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
TX
01/02/2004 - 12/31/2006
DOMINION INVESTOR SERVICES, INC. (HOUSTON TX)
CA
11/11/2002 - 12/31/2003
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
IA
Issued 01/04/2022
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 11/11/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/08/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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