Patricia
Lloyd
Lifeworks Advisors, LLC
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About this Advisor
Patricia Lloyd is a financial advisor based in Scottsdale, Arizona, working with Lifeworks Advisors, LLC. Patricia has previously held positions at Ardent Wealth Management, Inc, National Planning Corporation, Lifeworks Advisors, LLC, Crosswise Insurance Agency, LLC, External Executive Team, LLC, and Lpl Financial, LLC. Patricia has passed the Series 66 regulatory exam and is registered to provide services in Arizona. Currently, Patricia is part of Lifeworks Advisors, LLC, which operates out of Scottsdale, Arizona. The firm has 24 offices and 31 employees. The firm manages assets totaling $421.8 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Lifeworks Advisors, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lifeworks Advisors, LLC Brokerage Details
$421,833,413
31
2,040
$206,781
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
Lifeworks Advisors, LLC
Crosswise Insurance Agency, LLC
External Executive Team, LLC
Ardent Wealth Management, Inc
Lpl Financial, LLC
National Planning Corporation
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
Laguna Beach, CA
Grand Rapids, MI
Grand Rapids, MI
Dallas, TX
Grand Rapids, MI
Scottsdale, AZ
Grand Rapids, MI
Grand Rapids, MI
The content in this profile was updated by SmartAsset on 6/19/2024. 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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