David
Lloyd
Global Assets Advisory, LLC
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About this Advisor
David Lloyd is a financial advisor based in Orlando, Florida, working with Global Assets Advisory, LLC. David has previously held positions at Jbl Group, LLC, Laszlo Rigsby Advisory Services, Triad Advisors, Inc, Grace Capital Management, International Assets Advisory, LLC, and Global Assets Advisory, LLC. David has passed the Series 66 regulatory exam and is registered to provide services in Indiana. Currently, David is part of Global Assets Advisory, LLC, which operates out of Orlando, Florida. The firm has 13 offices and 21 employees. The firm manages assets totaling $303.1 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Global Assets Advisory, LLC includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Global Assets Advisory, LLC Brokerage Details
$303,128,794
21
1,662
$182,388
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
David Lloyd Work History
International Assets Advisory, LLC
Global Assets Advisory, LLC
Laszlo Rigsby Advisory Services
Grace Capital Management
Triad Advisors, Inc
Triad Advisors, Inc
Jbl Group, LLC
Disclosures
Please visit the SEC profile of David 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 Global Assets Advisory, LLC
Orlando, FL
Merrillville, IN
Orlando, FL
Baton Rouge, LA
Kamas, UT
Merrillville, IN
Kamas, UT
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