Chris Lloyd Email & Phone Number
Wealth Manager @ Lucia Capital Group
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Chris Lloyd Location
- Phoenix, AZ, US
Chris Lloyd Work
- Wealth Manager @ (January 2010 - Present)
- LPL Registered Representative @ Lucia Securities, LLC (January 2011 - Present)
- Owner @ Lloyd Consulting (January 2001 - Present)
- Independent Insurance Agent @ Various Companies (January 1993 - Present)
- Owner @ Planners Resource Group (January 2003 - September 2020)
- Wealth Manager @ (January 2006 - January 2010)
- Vice President @ Delta Life and Annuity Company (January 1995 - January 2001)
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)
- 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
- 401(k) Rollovers
- 401k
- Business Strategy
- Certified Financial Planner
- Economics
- Holistic Financial Planning
- IRAs
- Income Protection Insurance
- Insurance Planning
- Investment Management
- Life Insurance
- Proofreading
- Storytelling
- Strategic Financial Planning
- Writing
- 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 and 1 mobile phone numbers on RocketReach.
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Top Lucia Capital Group Employees
Tiy O'Neal
Chief Operations Officer
San Diego, CA, US
Ray Cpa/Pfs
Chairman and CEO
San Diego, CA, US
Joe Lucia
CMO
Poway, CA, US
Janean Stripe
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Rancho Santa Fe, CA, US
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San Diego, CA, US
Jill Lukehart
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Santee, CA, US
Zack Spencer
Retirement Plan Specialist
San Diego, CA, US
Sondra Forkner
Compliance Manager
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Wade Shumway
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San Diego, CA, US
Brandon Hibdon
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Amanda Molina
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Jacob Margozewitz
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Ara Freedman
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