Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lloyd? Claim Your ProfileLloyd Bertrand Flood is a registered Investment Advisor Representative with Nicholas Hoffman & Company, LLC. Lloyd has been with the firm since September 2017 and is registered in Georgia and Texas. Lloyd has a Series 65 license and is a Chartered Financial Analyst. Lloyd's background includes experience in the financial industry dating back to 1995. Lloyd is a member of the First Presbyterian Atlanta Investment Management Committee, where Lloyd assists with top level portfolio strategy, performance review, manager oversight, and distributions.
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.
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GA
02/24/2023 - Present
Nicholas Hoffman & Company, LLC (ATLANTA GA)
IA
Issued 08/18/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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