Chris Lloyd Email & Phone Number
Wealth Manager @ Lucia Capital Group
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Chris Lloyd Location
- Phoenix, AZ, US
Chris Lloyd Work
- 2010 -now Wealth Manager @
- 2011 -now LPL Registered Representative @ Lucia Securities, LLC
- 2001 -now Owner @ Lloyd Consulting
- 1993 -now Independent Insurance Agent @ Various Companies
- now Owner @ Planners Resource Group
- now Wealth Manager @
- now Vice President @ Delta Life and Annuity Company
Chris Lloyd Education
- College for Financial Planning
- The American College
- 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
- Investment Advisory
- Wealth Management
- Investment Strategies
- Asset Management
- Securities
- Portfolio Management
- Alternative Investments
- Estate Planning
- Asset Allocation
- Insurance
- IRAs
- 401k
- Life Insurance
- Strategic Financial Planning
- Strategic Financial
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.
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Top Lucia Capital Group Employees
Ray Cpa/Pfs
Chairman and CEO
San Diego, CA, US
Joe Lucia
CMO
Poway, CA, US
Janean Stripe
CFP, Wealth Manager
Rancho Santa Fe, CA, US
Shelbie Hammer
Client Service Specialist
San Diego, CA, US
Jill Lukehart
Director, Trading and Operations
Santee, CA, US
Zack Spencer
Retirement Plan Specialist
San Diego, CA, US
Sondra Forkner
Compliance Manager
San Diego, CA, US
Wade Shumway
Wealth Manager
San Diego, CA, US
Brandon Hibdon
Wealth Manager
Santa Rosa, CA, US
Jessica Lane
Office Manager
San Diego, CA, US
Kayleigh Venne
Social Media and Marketing Manager
San Diego, CA, US
Amanda Molina
Social Media Marketing
San Diego, CA, US
Jacob Margozewitz
Wealth Manager
Carlsbad, CA, US
Jean Lee
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