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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lloyd? Claim Your ProfileLloyd Edward Kirkland is a financial advisor who has been in the industry since 1982. Lloyd Kirkland is currently registered with Cambridge Investment Research Advisors, Inc. and has also held previous registrations with Lincoln Financial Securities Corporation, Capital Guardian, LLC, Woodbury Financial Services, Inc., Intersecurities, Inc., Robert Thomas Securities, Inc, Fortis Investors, Inc., Equico Securities, Inc. and The Equitable Life Assurance Society of the United States. Lloyd Kirkland holds Series 6, Series 7, Series 63, and Series 65 licenses. Lloyd Kirkland has specialized in Portfolio management for Individuals and Businesses, Financial Planning, Pension consulting and Educational seminars.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
SC
03/01/2023 - Present
Cambridge Investment Research Advisors, Inc. (Columbia SC)
SC
02/01/2016 - 03/02/2023
LINCOLN FINANCIAL SECURITIES CORPORATION (COLUMBIA SC)
SC
07/17/2012 - 02/01/2016
CAPITAL GUARDIAN, LLC (COLUMBIA SC)
SC
10/01/2007 - 07/20/2012
WOODBURY FINANCIAL SERVICES, INC. (COLUMBIA SC)
SC
12/19/1997 - 10/16/2007
INTERSECURITIES, INC. (COLUMBIA SC)
FL
11/29/1996 - 12/23/1997
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
MN
04/08/1992 - 08/18/1997
FORTIS INVESTORS, INC. (OAKDALE MN)
NY
04/26/1982 - 04/15/1992
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
04/26/1982 - 04/15/1992
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 03/24/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/11/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/1999
Series 7 - General Securities Representative Examination
BC
Issued 04/23/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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