David B Lloyd
Investment Adviser Representative at CENTURY MANAGEMENT FINANCIAL ADVISORS
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
David B. Lloyd has worked in the securities industry since 2001. They are registered to provide investment advisory services in Colorado and Texas.
Registrations & licenses
Approximate fees
Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
| Asset tier | Annual rate |
|---|---|
| First $5 million | 1.00% |
| Over $5 million | 0.85% |
| Fixed income only accounts | 0.50% |
| 401(k) Less than $1M | 0.55% |
| 401(k) $1M to $2.499999M | 0.45% |
| 401(k) $2.5M to $4.999999M | 0.35% |
| 401(k) $5M to $9.999999M | 0.25% |
| 401(k) $10M to $24.999999M | 0.20% |
| 401(k) Over $25M | 0.00% |
Century Management Financial Advisors Form ADV Part 2A (Item 5), most recent annual amendment.
Employment history
Registration history as reported to FINRA, most recent first.
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
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