John-Thomas Lloyd Email & Phone Number
Financial Professional @ Parkshore Wealth Management
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John-Thomas Lloyd Location
- Granite Bay, CA, US
John-Thomas Lloyd Work
- Financial Professional @ (January 2012 - Present)
- Intern @ (January 2011 - April 2011)
John-Thomas Lloyd Education
- College for Financial Planning
Master of Science in Personal Financial Planning
2023 - College for Financial Planning
Chartered Retirement Plans Specialistâ„¢
2022 - College for Financial Planning
Certificate of Completion (CFP Certification Professional Education Program)
2011-2014 - Brigham Young University - Idaho
Bachelor's degree (Economics)
2009-2011
John-Thomas Lloyd Skills
- Estate Planning
- Registered Investment Advisor
- Finance
- Financial Services
- Retirement Planning
- Wealth Management
John-Thomas Lloyd Summary
- John-Thomas Lloyd, based in Granite Bay, CA, US, is currently a Financial Professional at Parkshore Wealth Management. John-Thomas Lloyd brings experience from previous roles at Parkshore Wealth Management. John-Thomas Lloyd holds a Master of Science in Personal Financial Planning @ College for Financial Planning. With a robust skill set that includes Estate Planning, Registered Investment Advisor, Finance, Financial Services, Retirement Planning and more. John-Thomas Lloyd has 1 emails and 1 mobile phone numbers on RocketReach.
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