Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lloyd? Claim Your ProfileLloyd Thomas Church is an investment advisor representative with Raymond James Financial Services Advisors, Inc. Lloyd Church has been in the industry since January 1995. Lloyd has passed the Series 63, Series 65, Series 7, Series 9, and SIE exams. Lloyd has a history of employment at Ameriprise Financial Services, Inc., Ameriprise Advisor Services, Inc., Wachovia Securities, LLC, and A. G. Edwards & Sons, Inc. Lloyd Church is registered in 19 states.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
AZ
11/09/2011 - Present
Raymond James Financial Services Advisors, Inc. (SCOTTSDALE AZ)
AZ
10/05/2009 - 03/16/2010
AMERIPRISE FINANCIAL SERVICES, INC. (SCOTTSDALE AZ)
AZ
11/13/2008 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (SCOTTSDALE AZ)
AZ
01/01/2008 - 11/18/2008
WACHOVIA SECURITIES, LLC (SCOTTSDALE AZ)
AZ
01/16/1995 - 01/03/2008
A. G. EDWARDS & SONS, INC. (SCOTTSDALE AZ)
IA
Issued 02/11/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/27/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/21/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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