ML
ML

Mark Alan Lloyd

17 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningInsurance Planning
Compensation
Fee-Only (AUM)
Firm Size
6 advisors
Number of Clients
1,260 clients
Average Client Portfolio
$295K average
Assets Under Management
$371.8M

Fee Structure

Financial Planning:Investment management only
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Location

3575 Lawrenceville Suwanee Road, Suwanee, GA, 30024

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Mark owns The Lloyd Group, an insurance agency, and spends about half his time selling insurance products. He also manages real estate through Mark Lloyd Family Real Estate LLC and provides financial training and education through Triple L Marketing, Inc., dedicating minimal time to each.

Employment History
Current Registrations
The Lloyd Advisory Group
June 2009 - Present · 16 yrs 8 mos
Previous Registrations
Envision Investment Advisors, LLC
May 2009 - June 2009 · 1 mo
Envision Investment Advisors, LLC
February 2008 - December 2008 · 10 mos
State Registrations3 states
GALATX
Advisor
Exams
No exam information available for this advisor.