Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lloyd? Claim Your ProfileLloyd Randolph Coates is a financial advisor at Truist Advisory Services, Inc. Lloyd has been a registered representative in the securities industry since 1986 and has over 35 years of experience. Lloyd is registered with FINRA as a general securities representative and investment advisor representative. Lloyd holds a Series 7, Series 26, Series 63, and Series 66 license. Lloyd is a registered investment advisor in Florida and has over 25 years of experience providing investment advice to clients. Lloyd specializes in financial planning, portfolio management, and providing other investment services. Lloyd's firm Truist Advisory Services is based in Atlanta, Georgia and is a registered investment advisor with the Securities and Exchange Commission (SEC).
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee product and financial profiling services using desktop software
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
FL
08/18/2016 - Present
Truist Advisory Services, Inc. (PORT ORANGE FL)
GA
08/25/1992 - 12/19/1994
SUNTRUST SECURITIES, INC. (ATLANTA GA)
NY
09/21/1988 - 08/07/1992
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
12/26/1986 - 08/04/1988
RAYMOND JAMES & ASSOCIATES, INC.
BOTH
Issued 12/27/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/09/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/18/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Lloyd Coates is the right advisor for you? Invested Better is here to help.
