Mark Lloyd is a registered investment advisor at The Lloyd Advisory Group, based in Suwanee, GA, with 2 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,260 clients with $370M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The Lloyd Advisory Group offers asset management services where the fee is a percentage of the assets they manage. The maximum fee is 1.5% per year, but the actual fee is negotiable. Fees are typically billed monthly. The fee includes payments to any sub-advisors or third-party investment advisors. If using AE Wealth Management's wrap fee program, the fee covers custody, trades, management, and reporting.
Location
3575 Lawrenceville Suwanee Road, Suwanee, GA, 30024
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Mark is a client relations manager at The Lloyd Group, Inc., an insurance agency, since 2011. His duties include completing account applications, monitoring new clients, assisting with rollovers, and managing the client service department, taking about half of his time.
Employment History
Current Registrations
The Lloyd Advisory Group
State Registrations1 state
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