Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Lloyd is a financial advisor with over 30 years of experience in the industry. William is currently registered with Spire Wealth Management, LLC in Virginia and Texas. William has a broad range of experience in financial planning, investment management, and insurance. William is also a Certified Financial Planner and holds several securities licenses, including Series 6, 7, 24, 62, and 63. William specializes in working with individuals, families, and businesses.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Insurance, retirement & estate planning, divorce planning
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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2
VA
09/19/2019 - Present
Spire Wealth Management, LLC (Reston VA)
VA
04/15/2011 - 07/26/2019
LPL FINANCIAL LLC (RESTON VA)
VA
11/22/1989 - 04/28/2011
MML INVESTORS SERVICES, LLC (VIENNA VA)
IA
Issued 09/23/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/10/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/11/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2002
Series 7 - General Securities Representative Examination
BC
Issued 03/22/1999
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 11/21/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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