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Nicholas Robert Lloyd

Novare Capital Management

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About Nicholas Robert Lloyd

Nicholas Lloyd is a financial advisor at Novare Capital Management in Charlotte, NC. Nicholas is registered with the state of North Carolina and has been in the industry since April 2019. Prior to Novare Capital Management, Nicholas was employed at M HOLDINGS SECURITIES, INC.. Nicholas has a Series 66, Series 7TO, and SIE license.

Firm Information

Nicholas Lloyd is currently registered with Novare Capital Management. Novare Capital Management is a Charlotte, NC-based investment firm offering financial planning, portfolio management for individuals and businesses, and other advisory services. The firm manages over $1.5 billion in assets for high-net-worth individuals, charitable organizations, corporations, individuals other than high-net-worth, and pension and profit-sharing plans.
Novare Capital Management

521 E. MOREHEAD

CHARLOTTE, NC 28202

$1.51B

Assets Under Management

Not reported

Total Clients

15

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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percentage of assets

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

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Nicholas Lloyd’s Registration & Firm History

NC

05/16/2022 - Present

Novare Capital Management (CHARLOTTE NC)

NJ

11/12/2019 - 04/25/2022

M HOLDINGS SECURITIES, INC. (Morristown NJ)

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Licenses & Designations

BOTH

Issued 02/13/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/12/2019

Series 7TO - General Securities Representative Examination

BC

Issued 09/06/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nicholas Robert Lloyd.
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