Lloyd Simpson
Investment adviser representative at Hoxton Wealth
11 yearsExperience
1 stateRegistered in
$803.5MFirm 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Hoxton WealthMay 2026 to now
- Hoxton Wealth USA LLCApr 2026 to now
- Hoxton Capital Management (europe) LtdSep 2025 to now
- Hoxton Wealth (UK) LtdSep 2025 to now
- Hoxton Financial Consultants LLCOct 2024 to now
- Gsb CapitalOct 2022 to Sep 2024
- Devere GroupMar 2015 to Sep 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (TX).
Hoxton Wealth
Legal name: Hoxton Wealth USA LLC
$803.5MAssets managed
1,378Clients
40Advisers
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
- 8262005
- Firm CRD
- 307387