Dr. michelle Dionne Lloyd
Investment adviser representative at Valic Financial Advisors, Inc.
18 yearsExperience
3 statesRegistered in
$29.2BFirm assets
28 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- AgiaDec 2023 to now
- Valic Financial Advisors, Inc.Dec 2023 to now
- Lloyd Learning LabsFeb 2020 to now
- Lindamood-bell Learning Processing CenterMar 2018 to Aug 2021
- HomemakerMay 2017 to Mar 2018
- North Central University/national UniversityAug 2008 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 3 states (OK, TX, WV).
Valic Financial Advisors, Inc.
$29.2BAssets managed
293,026Clients
1,254Advisers
28 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2220295
- Firm CRD
- 42803