Robert J. Lloyd
Professional summary
Robert Joseph Lloyd, who also goes by Robert J Lloyd, is a registered financial advisor currently at LLOYDS INTREPID WEALTH MANAGEMENT located in The Woodlands, Texas.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Robert has worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Robert Joseph Lloyd's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 8, 2020 - Present
LLOYDS INTREPID WEALTH MANAGEMENT
Office #1: 1330 Lake Robbins Dr Suite 560, The Woodlands, TX 77380June 13, 2013 - June 18, 2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
May 15, 2013 - June 18, 2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
August 10, 2000 - October 12, 2006
INVESCO DISTRIBUTORS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/8/2020)
Exams
Current Firm
LLOYDS INTREPID WEALTH MANAGEMENT
CRD#: 307839 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 101 |
| AUM (Assets Under Management) | $ 36,126,700 |
Red Flags
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Company Information
LLOYDS INTREPID WEALTH MANAGEMENT
CRD#: 307839The Woodlands, TX 77380TRUST BUT VERIFY
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