Certificate of Completion (CFP Certification Professional Education Program)
2011 - 2014
Brigham Young University - Idaho
Bachelor's degree (Economics)
2009 - 2011
John-Thomas Lloyd's Skills
Estate Planning
Registered Investment Advisor
Finance
Financial Services
Retirement Planning
Wealth Management
John-Thomas Lloyd's Summary
John-Thomas Lloyd, based in Granite Bay, CA, US, is currently a Financial Professional at Parkshore Wealth Management, bringing 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 contributes valuable insights to the industry. John-Thomas Lloyd has 1 email and 2 mobile phone numbers on RocketReach.