Richard
Lloyd
Highpoint Planning Partners
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About this Advisor
Richard Lloyd is a financial advisor working out of Downers Grove, Illinois who has 2 years of relevant experience. Lloyd is currently employed by Highpoint Planning Partners. Throughout their career, they have worked at Vsr Financial Services, Inc, Vsr Advisory Services, Lloyd Investment Services, Lpl Financial LLC, R. Lloyd & Company, LTD and Highpoint Advisor Group, LLC. Lloyd has Series 63 and Series 66 licenses, which qualify them as a securities broker, and is able to work in Illinois. Highpoint Planning Partners is a business that has its headquarters in Downers Grove, IL. It has offices in 66 locations and a total of 104 financial advisors. It handles $3 billion in total assets across its 7,877 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm provides financial advisory services to 20 charities and foundations. Of its 7,877 customer accounts, 32% are held by high-net-worth clients who have at least $1 million in assets available to invest. Highpoint Planning Partners offers a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial advisory services usually vary depending on the type of financial services provided. However, fee types charged by Highpoint Planning Partners most likely include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Highpoint Planning Partners Brokerage Details
$2,569,000,000
104
7,877
$326,139
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
- Educational seminars/workshops
Richard Lloyd Work History
Richard has been registered as a financial advisor for 2 years.*
Lpl Financial LLC
Highpoint Advisor Group, LLC
R. Lloyd & Company, LTD
Vsr Advisory Services
Vsr Financial Services, Inc
Lloyd Investment Services
*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 Richard 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 Highpoint Planning Partners
Downers Grove, IL
Des Plaines, IL
Downers Grove, IL
Downers Grove, IL
Downers Grove, IL
Downers Grove, IL
Downers Grove, IL
Chicago, IL
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.
