Patricia
Lloyd
Lifeworks Advisors, LLC
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About this Advisor
Patricia Lloyd is a certified financial planner working out of Scottsdale, Arizona. Lloyd is currently employed by Lifeworks Advisors, LLC. Throughout their career, Lloyd has worked at Cambridge Investment Research, Inc, Prism Investment Management Inc, Ardent Wealth Management, Inc, National Planning Corporation, Lifeworks Advisors, LLC, Crosswise Insurance Agency, LLC, External Executive Team, LLC and Lpl Financial, LLC. Lloyd maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Arizona. Lifeworks Advisors, LLC is a company that has its headquarters in Grand Rapids, MI. The investment advisory business has offices in 10 locations and a total of 24 people on staff. It oversees $261 million in assets among its 1,384 customer accounts, making it one of the mid-sized firms in the country by assets under management. Of its 1,384 client accounts, 28% are associated with high-net-worth investors who have more than $1 million in assets. Lifeworks Advisors, LLC has a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fee schedules largely are based on which services are offered. However, fees charged by Lifeworks Advisors, LLC most likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lifeworks Advisors, LLC Brokerage Details
$261,198,376
24
1,384
$188,727
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Patricia Lloyd Work History
Patricia has been registered as a financial advisor for 0 years.*
Lifeworks Advisors, LLC
Crosswise Insurance Agency, LLC
External Executive Team, LLC
Ardent Wealth Management, Inc
Lpl Financial, LLC
National Planning Corporation
Prism Investment Management Inc
Cambridge Investment Research, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Patricia Lloyd to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lifeworks Advisors, LLC
Grand Rapids, MI
Grand Rapids, MI
Grand Rapids, MI
Grand Rapids, MI
Grand Rapids, MI
Grand Rapids, MI
Laguna Beach, CA
Grand Rapids, MI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
