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Brandon R. Lloyd
MOUNTAIN VIEW WEALTH MANAGEMENT LLC
ARLINGTON, VA 22202
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CRD#: 6141531
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Professional summary
Brandon Reed Lloyd is a registered financial advisor currently at MOUNTAIN VIEW WEALTH MANAGEMENT LLC located in Arlington, Virginia.
Brandon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Brandon has worked at 2 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.
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.
1) Owner; 742 Emerson LLC, 1314 W Unit A LLC, 1314 Unit E LLC, and iRE.agency LLC; Investment Related: Yes; Location: 198 Garden St., Warrenton, VA ; Description of the business: Rental Property; Responsibilities Duties: Owner; Start date with business: 2021-02-01; Hours devoted to business outside trading hours: 5; Percentage of total yearly compensation expected to be derived from the business: 1; 2) Independent Licensed Insurance Rep; investment related: Yes; Location: 198 Garden St., Warrenton, VA ; Description: Independent Licensed Insurance Rep; Position Title: Agent; Responsibilities Duties: Insurance Brokerage; Start date: 2013-03-28; Hours during trading hours: 0; Hours outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 0. 3) Owner; 202 Garden LLC; Investment related: No; 202 Garden St. Warrenton VA 20186 United States; Real estate investment property; Duties: Owner of property; 2022-02-19; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 1; 4) Name of outside business: Wild Swan LLC; Is the business investment related: No; Location of the business: 198 Garden St. Warrenton VA 20186 USA; Description of the business: real estate investment; Position Title: President; Responsibilities Duties: Owner; Start date with business: 2023-01-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 2; Percentage of total yearly compensation expected to be derived from the business: 2. 5) Garden St LLC; Owner; Investment related: No; Location: 2611 S Clark St - Suite 600 Arlington VA 22202; Description: Real Estate; Start date: 2024-11-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 0.
CRS (Client Relationship Summary) - RIA
Click below to view Brandon Reed Lloyd'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®
NoneExperience
Current
June 20, 2017 - Present
MOUNTAIN VIEW WEALTH MANAGEMENT LLC
Office #1: 2611 S Clark St., Arlington, VA 22202RIA
CRD#: 287865
ARLINGTON, VA
Past
January 11, 2013 - June 19, 2017
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
LEESBURG, VA
Past
December 13, 2012 - June 19, 2017
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
LEESBURG, VA
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
New York(4/27/2023)
IAR
Virginia(6/20/2017)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
MV
MOUNTAIN VIEW WEALTH MANAGEMENT LLC
MOUNTAIN VIEW WEALTH MANAGEMENT LLC
CRD#: 287865 / SEC#:
New York
Registered Investment Advisory firm - (4/27/2023 Approved)Virginia
Registered Investment Advisory firm - (6/20/2017 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2611 S Clark St., Arlington, VA 22202
Mailing Address
Phone number
(571) 368-6178
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 104 |
| AUM (Assets Under Management) | $ 54,521,968 |
Red Flags
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