MA
Mark Alan Lloyd
CRD 3098561
Firms
| Firm | Role | As of |
|---|---|---|
| Lloyd Advisory Services, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Lloyd Advisory Services, Llc
Ceo · 75% or more · Apr 2024
-
Lloyd Advisory Services, Llc
Chief Executive Officer · Less than 5% · Apr 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗