Lloyd has a BA from California State University, San Marcos. As a retirement specialist with extensive experience in company benefits, financial planning, and financial services, Lloyd started his career as an operations specialist and associate with A.G. Edwards & Sons, Inc. Eventually, he worked as an Insurance Specialist with Northwestern Mutual Financial Network, and a Financial Planner with Morgan Stanley & Co. and Ernst & Young, before going independent with FSC Securities. Lloyd holds several securities licenses, including a Series 7, 31, and 66, and a Life Agent California License. He is a candidate in the Chartered Financial Analyst (CFA) Program Level II. Lloyd has spent much of his independent career not only assisting clients strive to achieve their financial goals, but he worked with many business and advisors to help them grow and become more efficient in all aspects of their daily operations.
In his personal time, Lloyd enjoys sailing with his father, Robert, in beautiful San Diego Harbor and watching football. Football has always been a family passion due to his brother, Elliot, being an All-Pac 10 Offensive Tackle at the University of Washington and later drafted to the San Diego Chargers in the fifth round. Lloyd will tell you how he missed those glory days of watching him play but does not miss all the travel to get to the games.
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Advisory services offered through Securities America Advisors, Inc. Martin Shapiro, Representative and advisory services offered through Arbor Point Advisors, LLC Richard Gigliotti, Jeremy Keating and Alexander Mele, Representatives.CA Insurance Licenses: Jeremy Keating #0E28476; Richard Gigliotti #0H83102; Alexander Mele #0H82823; Martin Shapiro #0681852
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