Christopher Allen Lloyd
Investment adviser representative at LPL Financial LLC
24 yearsExperience
1 stateRegistered in
ChFC®, CFP® certificationDesignations
$819.1BFirm assets
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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
- Seminars and workshops
Experience
24 years in the industry.
- LPL Financial, LLCSep 2020 to now
- Lucia Capital GroupApr 2010 to now
- Christopher Lloyd dba Lloyd ConsultingJan 2002 to now
- Lucia Securities, LLCSep 2011 to Oct 2020
- Planner Resource Group, LLCJul 2003 to Aug 2020
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (CA).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 2759148
- Firm CRD
- 6413