Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lloyd? Claim Your ProfileLloyd Wilson has been in the financial services industry since 1975. Lloyd is currently registered as an investment advisor representative with Eagle Strategies LLC, a firm specializing in portfolio management and financial planning services. Lloyd is also a registered representative with Eagle Strategies LLC, and holds licenses in both Alabama and Texas. Lloyd has a broad range of experience, working with a wide variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Lloyd has a strong commitment to community service, serving on the boards of several organizations.
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.
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.
1
2
AL
11/01/2004 - Present
Eagle Strategies LLC (BIRMINGHAM AL)
NA
08/26/1980 - 05/06/1983
GENERAL AMERICAN LIFE INSURANCE COMPANY
NA
03/26/1975 - 12/26/1979
NEW YORK LIFE VARIABLE CONTRACTS CORPORATION
IA
Issued 11/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/13/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/24/1975
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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