Brian Dennis Lloyd
Investment adviser representative at Painted Porch Advisors LLC
19 yearsExperience
2 statesRegistered in
$571.9MFirm assets
4 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- Painted Porch Advisors, LLCMay 2019 to now
- West Coast Financial, LLCMay 2007 to Apr 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Painted Porch Advisors LLC
$571.9MAssets managed
297Clients
14Advisers
4 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
- 2917103
- Firm CRD
- 304375