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Reginald Barrington Lloyd

PFS Investments Inc.

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About Reginald Barrington Lloyd

Reginald Barrington Lloyd has been in the financial services industry since February 14, 1983. Reginald is currently registered with PFS Investments Inc. as an Investment Advisor Representative. Reginald has a Series 6, Series 26, Series 63, and Series 65 licenses, as well as the SIE Exam. Reginald has been with PFS Investments Inc. since December 1982 and is also affiliated with Primerica Financial Services since February 1991. Reginald is registered in seven states, including the District of Columbia, and is also approved to provide advisory services to clients in those states. Reginald works with a variety of clients, including individuals, businesses, and charitable organizations. Reginald specializes in providing portfolio management services to individuals.

Firm Information

Reginald Lloyd is currently registered with PFS Investments Inc.. PFS Investments Inc. is a Corporation that was formed in 1981 and is headquartered in Duluth, GA. The firm provides portfolio management for individuals. They manage approximately $8,461,983,895 in regulatory assets for 59,808 total accounts. PFS Investments Inc. is registered with the SEC and in 53 states.
PFS Investments Inc.

1 PRIMERICA PARKWAY

DULUTH, GA 30099-0001

$8.46B

Assets Under Management

Not reported

Total Clients

17,935

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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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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Reginald Lloyd’s Registration & Firm History

MD

02/06/2023 - Present

PFS Investments Inc. (SILVER SPRING MD)

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Licenses & Designations

IA

Issued 03/16/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/27/1983

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/27/1987

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/28/1983

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 8 public disclosures for Reginald Barrington Lloyd. Review regulatory record here.
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