Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lloyd? Claim Your ProfileLloyd George Etheredge is a financial advisor with over 30 years of experience in the financial services industry. Lloyd is currently registered with Prosperity Wealth Management, Inc. and has previously worked with Lincoln Financial Securities Corporation, Cambridge Investment Research, Inc., MML Investors Services, LLC, MetLife Securities Inc. and G. R. Phelps & Co., Inc. Lloyd specializes in providing financial planning and portfolio management services to individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.
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.
Helps you choose top advisors aligned with your financial goals.
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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2
CA
01/03/2020 - Present
Prosperity Wealth Management, Inc. (SAN RAMON CA)
LA
05/05/2016 - 12/13/2018
LINCOLN FINANCIAL SECURITIES CORPORATION (SHREVEPORT LA)
LA
01/03/2013 - 05/11/2016
CAMBRIDGE INVESTMENT RESEARCH, INC. (SHREVEPORT LA)
LA
01/06/2011 - 12/31/2012
MML INVESTORS SERVICES, LLC (SHREVEPORT LA)
LA
04/15/2009 - 12/20/2010
METLIFE SECURITIES INC. (SHREVEPORT LA)
VI
06/01/2007 - 04/14/2009
LINCOLN FINANCIAL SECURITIES CORPORATION (ST. THOMAS VI)
LA
06/20/2003 - 05/04/2007
MML INVESTORS SERVICES, INC. (SHREVE PORT LA)
IA
03/08/2000 - 05/05/2003
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
MA
03/01/1996 - 03/07/2000
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
05/10/1985 - 03/01/1996
G. R. PHELPS & CO., INC.
BC
Issued 03/13/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 05/09/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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