Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lloyd? Claim Your ProfileLloyd Barrett Graham is a financial advisor registered with Raymond James Financial Services Advisors, Inc. and has been in the industry since March 23, 1987. Lloyd is a registered representative of Raymond James Financial Services Advisors, Inc. and holds Series 7, Series 63 and Series 65 licenses. Lloyd has experience with a wide range of client types, including high-net-worth individuals, corporations, and pension and profit-sharing plans. Lloyd specializes in providing financial planning, investment management, and portfolio management services.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
TX
11/04/2009 - Present
Raymond James Financial Services Advisors, Inc. (KATY TX)
TX
06/01/2009 - 11/23/2009
MORGAN STANLEY SMITH BARNEY (HOUSTON TX)
TX
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (HOUSTON TX)
NY
03/24/1987 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 06/10/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/25/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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