Andrew Jacob Lloyd
Investment adviser representative at The Lloyd Advisory Group
12 yearsExperience
3 statesRegistered in
$437.6MFirm 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
- Pension consulting
Experience
12 years in the industry.
- The Lloyd Advisory GroupJul 2022 to now
- Lloyd Advisory Services, LLCJun 2022 to now
- The Lloyd Group, Inc.Apr 2019 to now
- UnemployedMay 2018 to Mar 2019
- Georgia State UniversityAug 2014 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 3 states (GA, LA, TX).
The Lloyd Advisory Group
Legal name: Lloyd Advisory Services, LLC
$437.6MAssets managed
1,262Clients
7Advisers
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
- 7579064
- Firm CRD
- 150582