FIND A C.R. LLOYD INVESTMENT SERVICES, LLC FINANCIAL ADVISOR NEAR ME
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CRD#: 325212
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FIRM PROFILE
Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information
Where the Statistical Data for C.R. LLOYD INVESTMENT SERVICES, LLC Comes From
Understanding the Statistics for C.R. LLOYD INVESTMENT SERVICES, LLC and How They Compare to Other Firms Through Our Analysis
Average Account Value
Individuals
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HNWI
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Breakdown of Assets Under Management
Total Client Assets:
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HNWI
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MISC
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Employees
Total
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Registered
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Client Ratios
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Clients
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Individuals
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HNWI
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Firm Disclosures
No Disclosures
FIRM INFORMATION
Main Address
150 E 4th Place Suite 600, Sioux Falls, SD 57104
Mailing Address
150 E 4th Place Suite 600, Sioux Falls, SD 57104
Firm Size
Small
Phone Number
(605) 318-9718
Established
South Dakota since 11/28/2022
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# |
|---|---|---|---|
| LLOYD COMPANIES, INC. | SOLE MEMBER | ||
| CROSBY-BROWN, LAURA MAY | FINOP, PFO, POO | 1545513 | |
| KROPP, PETER JOHN | MANAGER, EXECUTIVE REPRESENTATIVE & CCO |
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
How Do I Determine Which Firm to Work With?
Advisor's working at C.R. LLOYD INVESTMENT SERVICES, LLC
LC
Laura May Crosby-brown
RR
CRD#: 1545513
Location:
Denver, CO 80202
Company:
PETRIE PARTNERS SECURITIES, LLC
Disclosures:
Experience:
39 years
MQ
Mark Anthony Quasney
RR
CRD#: 7759812
Location:
Sioux Falls, SD 57104
Company:
C.R. LLOYD INVESTMENT SERVICES, LLC
Disclosures:
Experience:
3 years
NB
Nicole Bell
RR
CRD#: 7759845
Location:
Sioux Falls, SD 57104
Company:
C.R. LLOYD INVESTMENT SERVICES, LLC
Disclosures:
Experience:
3 years
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