Chris Lloyd Location
Phoenix, AZ, US
Chris Lloyd Work
- 2010 - now Wealth Manager @ Lucia Capital Group
- 2011 - now LPL Registered Representative @ Lucia Securities, LLC
- 2001 - now Owner @ Lloyd Consulting
- 1993 - now Independent Insurance Agent @ Various Companies
- 2003 - 2020 Owner @ Planners Resource Group
- 2006 - 2010 Wealth Manager @ Raymond J Lucia Companies
- 1995 - 2001 Vice President @ Delta Life and Annuity Company
Chris Lloyd Education
- College for Financial Planning
- The American College of Financial Services
Chartered Financial Consultant (ChFC)
- Christian Brothers University
Master of Business Administration (M.B.A.), Finance and Financial Management Services (Finance and Financial Management Services)
- Delta State University
Bachelor of Business Administration (B.B.A.), Marketing and Management
Chris Lloyd Skills
- Retirement Income Strategies
- Investments
- Financial Planning
- Retirement Planning
- Retirement
- Fixed Annuities
- Financial Advisory
- Series 7
- Mutual Funds
- Financial Services
Chris Lloyd Summary
Chris Lloyd, based in Phoenix, AZ, US, is currently a Wealth Manager at Lucia Capital Group, LLC. Chris Lloyd brings experience from previous roles at Lucia Securities, LLC, Lloyd Consulting, Various Companies and Planners Resource Group. Chris Lloyd holds a College for Financial Planning. With a robust skill set that includes Retirement Income Strategies, Investments, Financial Planning, Retirement Planning, Retirement and more. Chris Lloyd has 2 emails on RocketReach.
5 free lookup(s).
No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Looking for a different Chris Lloyd?
Find contact details for 700 million professionals.
Others Named Chris Lloyd
-
Chris Lloyd
Chief Operating Officer at StackCommerce
Stonington, CT, US25 -
Chris Lloyd
CEO at North American Spine
Dallas, TX, US12 -
2
-
Chris Lloyd
Managing Director at Spelsberg els UK Ltd
England, United Kingdom22 -
15+
Top Lucia Capital Group Employees
-
Tiy O'Neal
Chief Operations Officer at Lucia Capital Group
San Diego, CA, US14 -
Joe Lucia
CMO at Lucia Capital Group
Poway, CA, US24 -
Ian Butler
Controller at Lucia Capital Group
San Diego, CA, US55+ -
Tom Hillebrecht
Asset Management Specialist at Lucia Capital Group
San Diego, CA, US25+ -
Ara Freedman
Vice President at Lucia Capital Group
San Diego, CA, US21 -
24
-
Brandon Hibdon
Wealth Manager at Lucia Capital Group
Santa Rosa, CA, US23 -
Jessica Lane
Office Manager at Lucia Capital Group
San Diego, CA, US35+ -
Jean Lee
Wealth Manager at Lucia Capital Group
San Diego, CA, US1 -
Amanda Molina
Social Media Marketing at Lucia Capital Group
San Diego, CA, US21 -
Chris Lloyd
Wealth Manager at Lucia Capital Group
Phoenix, AZ, US23 -
Carie Phelps
Wealth Manager at Lucia Capital Group
San Diego, CA, US14 -
John Dean
Creative Content Director at Lucia Capital Group
San Diego, CA, US15+ -
Shelbie Hammer
Client Service Specialist at Lucia Capital Group
San Diego, CA, US21 -
Wade Shumway
Wealth Manager at Lucia Capital Group
San Diego, CA, US25 -
Kayleigh Venne
Social Media and Marketing Manager at Lucia Capital Group
San Diego, CA, US24
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5
free lookups.
Search the #1
Contact Database
Get contact details of over 700M profiles across 60M
companies – all with industry-leading accuracy. Sales and Recruiter users, try out our
Email Finder Extension.
Use our
AI-Powered
Email Finder
Find business and personal emails and mobile phone numbers
with exclusive coverage across niche job titles, industries, and more
for unparalleled targeting. Also
available via our
Contact Data API.
G2Crowd Trusted
300K+
Plugin Users
