David B. Lloyd
Professional summary
David B Lloyd, CFP®, who also goes by David Brent Lloyd, David Lloyd, is a registered financial advisor currently at CENTURY MANAGEMENT FINANCIAL ADVISORS located in Austin, Texas.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. David has worked at 3 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view David B Lloyd's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1990
Experience
September 15, 2004 - Present
CENTURY MANAGEMENT FINANCIAL ADVISORS
Office #1: 805 Las Cimas Parkway Suite 305, Austin, TX 78746November 15, 2000 - June 23, 2004
CHARLES SCHWAB & CO., INC.
November 15, 2000 - June 23, 2004
CHARLES SCHWAB & CO., INC.
March 31, 1995 - December 1, 2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Primary Firm SEC Registration
CENTURY MANAGEMENT FINANCIAL ADVISORS
CRD#: 112308 / SEC#: 801-14809
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/14/2022)
(9/15/2004)
Exams
Current Firm
CENTURY MANAGEMENT FINANCIAL ADVISORS
CRD#: 112308 / SEC#: 801-14809
Contact information
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 703 |
| AUM (Assets Under Management) | $ 568,561,207 |
Red Flags
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