David Lloyd
David Lloyd is a registered investment advisor at Global Assets Advisory, LLC, based in Orlando, FL, with 20 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,376 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
GAA's investment advisory fees are based on a percentage of the value of your portfolio, up to 3.00% annually. The exact fee is negotiated between you and your advisor. The fee may be paid monthly or quarterly, in advance or after services are provided. In addition to GAA's fee, you may pay transaction fees and internal management fees on mutual funds and exchange-traded funds.
Location
111 N. Orange Avenue, Suite 1000, Orlando, FL, 32801
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Regulatory History (1)
Employment Separation After Allegations
July 2020Other Business ActivitiesSells Insurance
David is a registered investment advisor with Global Assets Advisory, LLC, dedicating nearly full-time hours to this role. He is also a partner in Laszlo Rigsby Advisory Services, spends about a quarter of his time as owner of HAL Ventures, Inc., and dedicates a few hours per week as a health insurance broker.
Employment History
Current Registrations
International Assets Advisory, LLCBroker
Global Assets Advisory, LLC
Previous Registrations
Grace Capital Management, LLC
Triad Advisors LLCBroker
Triad Advisors, INC.
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.