David James Lloyd
Investment adviser representative at Global Assets Advisory, LLC
14 yearsExperience
1 stateRegistered in
$551.7MFirm assets
7 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
14 years in the industry.
- Global Assets Advisory, LLCJul 2020 to now
- International Assets Advisory, LLCJul 2020 to now
- Laszlo Rigsby Advisory ServicesJan 2012 to now
- Grace Capital ManagementFeb 2017 to Jul 2020
- Triad Advisors, Inc.Feb 2013 to Jul 2020
- Jbl Group, LLCJan 2012 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (IN).
Global Assets Advisory, LLC
$551.7MAssets managed
2,588Clients
30Advisers
7 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
- 5012137
- Firm CRD
- 300460