Chester
Lloyd
Coston, Mcisaac & Shea Financial Advisors
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About this Advisor
Chester Lloyd is a financial advisor who works out of Bar Harbor, Maine with a total of 8 years of relevant experience. Lloyd currently works for Coston, Mcisaac & Shea Financial Advisors. Their career trajectory has included roles at Coston And Mcisaac Investment Advisers, LLC and Coston, Mcisaac, Partners, Inc. Lloyd has a Series 65 license, designating them as an investment advisor representative, and is able to work in Maine. Coston, Mcisaac & Shea Financial Advisors is an advisory business headquartered in Bar Harbor, ME. It has $292 million in assets between its 1,301 client accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 1,301 client accounts, just 6% belong to high-net-worth clients who have greater than $1 million in assets available to invest. The company has a set of services, including portfolio management for individuals and small businesses, selection of other advisers and other services. A financial advisor's fees vary depending on which services the firm provides the client. However, fees charged by Coston, Mcisaac & Shea Financial Advisors may include some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Coston, Mcisaac & Shea Financial Advisors Brokerage Details
$292,006,042
10
1,301
$224,447
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Chester Lloyd Work History
Chester has been registered as a financial advisor for 8 years.*
Coston,Mcisaac,Partners,Inc
Coston And Mcisaac Investment Advisers, 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 Chester 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 Coston, Mcisaac & Shea Financial Advisors
Bar Harbor, ME
Bar Harbor, ME
Bar Harbor, ME
Bar Harbor, ME
Bar Harbor, ME
Bar Harbor, ME
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