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, 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.
To schedule a time to discuss your financial future, Wealth Design Process TM, and build your financial strategy, contact us at email@example.com or call us at (800) 875-1986 today!
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment options to custom suit their needs and objectives.
It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.
Before you can plan your retirement, you need to know the facts. Fill out the form below to request our complimentary retirement kit today.
Registered Representatives offer securities through Securities America, Inc. Member FINRA/SIPC. Financial advisors offer advisory services through Arbor Point Advisors. Capital Income Advisors, Arbor Point Advisors and Securities America companies are unaffiliated. .CA Insurance Licenses: Jeremy Keating #0E28476; Richard Gigliotti #0H83102; Alexander Mele #0H82823; Lloyd Silvers #0E68475
This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.