Gary Lynn Lloyd
Investment adviser representative at Cpr Investments Inc
21 yearsExperience
1 stateRegistered in
$238.8MFirm assets
8 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
21 years in the industry.
- Cpr Investments Inc.Jan 2016 to now
- Goldengreen Holding LLCJan 2012 to now
- Gary Lloyd Ii, LLCMar 2010 to now
- Withoutlimitsbiz, LLCJan 2007 to now
- Quantum Capital Group LLCJan 2015 to Dec 2020
- Adaptive EquitiesJan 2005 to Dec 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 1 state (MI).
Cpr Investments Inc
$238.8MAssets managed
1,172Clients
25Advisers
8 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
- 5768051
- Firm CRD
- 139067