Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you L? Claim Your ProfileLloyd Faulkner is a financial advisor with Girard Advisory Services, LLC. He has been in the financial services industry since 2009. Lloyd has a broad range of experience in investment management and financial planning. He provides financial advice to individuals, families, businesses, and charitable organizations. His areas of specialization include portfolio management, financial planning, pension consulting, and selection of other advisors. Lloyd holds Series 6, 7, 63, and 65 licenses. He is also registered as an Investment Adviser Representative in Pennsylvania.
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.
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
PA
02/27/2015 - Present
Girard Advisory Services, LLC (SOUDERTON PA)
PA
03/16/2011 - 09/12/2012
METLIFE SECURITIES INC. (PHILADELPHIA PA)
PA
11/19/2009 - 03/16/2011
NYLIFE SECURITIES LLC (BALA CYNWYD PA)
IA
Issued 08/02/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/02/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2012
Series 7 - General Securities Representative Examination
BC
Issued 11/18/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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