Colin E. Symons

LLOYD FINANCIAL GROUP LLC

COCOA, FL

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CRD#: 2976526

Professional summary

Colin Edward Symons is a registered financial advisor currently at LLOYD FINANCIAL GROUP LLC located in Cocoa, Florida.

Colin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Colin has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Colin Edward Symons's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 25, 2025 - Present

LLOYD FINANCIAL GROUP LLC

RIA

CRD#: 335332

COCOA, FL

Past

July 8, 2022 - November 24, 2023

STRATEGIC WEALTH PARTNERS, LTD.

RIA

CRD#: 148586

COCOA, FL

Past

November 10, 1997 - December 31, 2021

SYMONS CAPITAL MANAGEMENT INC

RIA

CRD#: 104817

PITTSBURGH, PA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(9/25/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/7/1997

Uniform Investment Adviser Law Examination

Current Firm

LLOYD FINANCIAL GROUP LLC

CRD#: 335332 / SEC#:

Florida

Registered Investment Advisory firm - (9/22/2025 Approved)

Kentucky

Registered Investment Advisory firm - (5/27/2025 Approved)

Ohio

Registered Investment Advisory firm - (3/12/2025 Approved)

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Contact information

Main Address

9936 Old Union Rd., Union, KY 41091

Mailing Address

Phone number

(661) 556-9334

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Colin E. Symons

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Colin Edward Symons's CRS (Customer Relationship Summary).

Certified licenses

Experience

LLOYD FINANCIAL GROUP LLC

STRATEGIC WEALTH PARTNERS, LTD.

SYMONS CAPITAL MANAGEMENT INC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/7/1997

Current Firm

LLOYD FINANCIAL GROUP LLC

Contact information

Documents

Red Flags

Company Information

LLOYD FINANCIAL GROUP LLC

TRUST BUT VERIFY

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