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Lloyd Rives Easters

Invst, LLC

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About Lloyd Rives Easters

Lloyd Rives Easters is a financial advisor with Invst, LLC. Lloyd has been in the industry since 2014 and has a Series 6, 63 and 65 licenses. Lloyd has also passed the Securities Industry Essentials Examination. Lloyd specializes in financial planning, pension consulting, selection of other advisors, and portfolio management for individuals. Lloyd has previous experience with PARK AVENUE SECURITIES LLC and GUARDIAN LIFE INS.

Firm Information

Lloyd Easters is currently registered with Invst, LLC. Invst, LLC is an investment advisory firm based in INDIANAPOLIS, IN, with a focus on financial planning, pension consulting, and portfolio management for individuals and businesses. They manage over $1.3 billion in assets, primarily for high-net-worth individuals and pension and profit-sharing plans.
Invst, LLC

3625 E 96TH ST

INDIANAPOLIS, IN 46240

$1.35B

Assets Under Management

500

Total Clients

38

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Retirement plan services-percentage of plan assets

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Lloyd Easters’s Registration & Firm History

IN

05/02/2016 - Present

Invst, LLC (BROWNSBURG IN)

IN

11/03/2014 - 04/27/2016

PARK AVENUE SECURITIES LLC (INDIANAPOLIS IN)

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Licenses & Designations

BC

Issued 11/20/2014

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 03/17/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/27/2016

SIE - Securities Industry Essentials Examination

BC

Issued 11/03/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lloyd Rives Easters.
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