Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Loyd? Claim Your ProfileLoyd Rawls is an investment advisor representative with over 40 years of experience in the financial services industry. Loyd has been registered with Lincoln Investment since 2012 and previously worked with Capital Analysts. Loyd holds the Series 7TO, Series 63 and Series 65 licenses. Loyd offers a variety of financial services including financial planning, portfolio management, and insurance. Loyd's clients include individuals, corporations, pension plans, and charitable 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.
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.
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.
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2
CA
06/05/2012 - Present
Lincoln Investment (WOODLAND HILLS CA)
FL
05/01/2006 - 06/01/2012
CAPITAL ANALYSTS, INCORPORATED (ORLANDO FL)
FL
06/01/1998 - 05/02/2006
LINCOLN FINANCIAL ADVISORS CORPORATION (MAITLAND FL)
IN
09/27/1999 - 04/10/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
PA
02/01/1995 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
MA
09/01/1992 - 02/07/1995
MUTUAL SERVICE CORPORATION (BOSTON MA)
OH
02/22/1974 - 09/11/1992
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
IA
Issued 05/14/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/06/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/1974
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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