David
Lloyd
Global Assets Advisory, LLC
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About this Advisor
David Lloyd is a financial advisor who works out of Orlando, Florida with 3 years of industry experience. Lloyd currently works for Global Assets Advisory, LLC. The advisor has gained experience at Jbl Group, LLC, Laszlo Rigsby Advisory Services, Triad Advisors, Inc, Global Assets Advisory, LLC, International Assets Advisory, LLC and Grace Capital Management. Lloyd has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to serve investors in Indiana. Global Assets Advisory, LLC is a financial advisory business operating out of Orlando, FL. The investment advisory business has offices in 13 locations and a total of 20 people on staff. It administers $252 million in assets among its 1,377 client accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. Of its 1,377 accounts, just 4% are associated with high-net-worth investors who have at least $1 million in investable assets. The business performs a few services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors typically vary depending on which services the firm provides the client. Fee types billed by Global Assets Advisory, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Global Assets Advisory, LLC Brokerage Details
$252,058,519
20
1,377
$183,049
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
David has been registered as a financial advisor for 3 years.*
Global Assets Advisory, LLC
International Assets Advisory, LLC
Laszlo Rigsby Advisory Services
Grace Capital Management
Triad Advisors, Inc
Triad Advisors, Inc
Jbl Group, LLC
*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 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
Baton Rouge, LA
Orlando, FL
Bridge City, TX
Kamas, UT
Merrillville, IN
Kamas, UT
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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