Bill Lloyd's Location
Philadelphia, Pennsylvania, United States
Bill Lloyd's Work
- Wealth Advisor @ Covenant Wealth Strategies
- Regional Marketing Director, Retirement Plans @ Lincoln Financial Distributors
- Sales Consultant, Retirement Plans @ Lincoln Financial Distributors
- Internal Sales Representative, Variable and Fixed Annuities @ Lincoln Financial Distributors
- Advisor Service Representative @ Prudential Financial
Bill Lloyd's Education
- Penn State
Bachelor of Science (Marketing)
2007 - 2011 - Unionville High School2004 - 2007
Bill Lloyd's Skills
- Series 6
- Life Insurance
- Leadership
- Social Media
- Series 63
- Investments
- Finance
- Sales
- Retirement Planning
- Retirement Plan Consulting
Bill Lloyd's Summary
Bill Lloyd, based in Philadelphia, Pennsylvania, United States, is currently a Wealth Advisor at Covenant Wealth Strategies, bringing experience from previous roles at Lincoln Financial Distributors and Prudential Financial. Bill Lloyd holds a 2007 - 2011 Bachelor of Science in Marketing @ Penn State. With a robust skill set that includes Series 6, Life Insurance, Leadership, Social Media, Series 63 and more, Bill Lloyd contributes valuable insights to the industry. Bill Lloyd has 2 emails on RocketReach.
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Michelle Fischer
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ViewBill Lloyd
Wealth Advisor at Covenant Wealth Strategies
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ViewTina Norcross
Director of Special Services at Covenant Wealth Strategies
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