Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lucas? Claim Your ProfileLucas Conner Lloyd is a registered Investment Advisor Representative (IAR) at Strategic Wealth Partners, Ltd.. Lucas has been with the firm since May 2019. Prior to that, Lucas worked as a student and at Muskingum University. Lucas Conner Lloyd has a Series 65 license. Lucas specializes in providing financial planning, pension consulting, educational seminars, publication of periodicals, and portfolio management for individuals. Lucas Conner Lloyd is also a co-founder and CEO of ALGOTECH FINANCIAL.
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.
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.
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OH
05/28/2020 - Present
Strategic Wealth Partners, Ltd. (INDEPENDENCE OH)
IA
Issued 05/28/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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