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Mark Alan Lloyd Jr.

Investment Adviser Representative at THE LLOYD ADVISORY GROUP

Suwanee, GACRD #7149477Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
3 yrs
States Registered
1 states
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Mark Alan Lloyd has worked in the securities industry since 2023. They are registered to provide investment advisory services in Georgia.

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 1 states
Georgia
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 6/29/2023

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.01
Source

THE Lloyd Advisory Group Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

THE LLOYD ADVISORY GROUPCurrent
8/1/2023Suwanee, GA

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at THE LLOYD ADVISORY GROUP

6 other advisors in the directory

View THE LLOYD ADVISORY GROUP firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Mark Alan Lloyd Jr. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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Mark Alan Lloyd Jr. - Financial Advisor in Suwanee, GA | AdvisorFinder