Thomas
Lloyd
Osaic Institutions, Inc
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About this Advisor
Thomas Lloyd is a financial advisor based in Lakeland, Florida, working with Osaic Institutions, Inc. Thomas has previously held positions at Wells Fargo Clearing Services, LLC, Primerica Financial Services, Pfs Investments Inc, Bank Of Central Florida, Truist Investment Services, Inc, Infinex Investments, Inc, Citizens Bank And Trust, Wells Fargo Bank, Na, Bmo Harris Bank, and Wells Fargo Advisors, LLC. Thomas has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, Thomas is part of Osaic Institutions, Inc, which operates out of Lakeland, Florida. The firm has 557 offices and 722 employees. The firm manages assets totaling $3.6 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Osaic Institutions, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Osaic Institutions, Inc Brokerage Details
$3,626,644,800
722
8,478
$427,771
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Thomas Lloyd Work History
Infinex Investments, Inc
Citizens Bank And Trust
Pfs Investments Inc
Truist Investment Services, Inc
Primerica Financial Services
Pfs Investments Inc
Bank Of Central Florida
Wells Fargo Clearing Services, LLC
Wells Fargo Bank, Na
Wells Fargo Advisors, LLC
Bmo Harris Bank
Disclosures
Please visit the SEC profile of Thomas Lloyd to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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