Gary
Lloyd
Cpr Investments Inc
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About this Advisor
Gary Lloyd is a financial advisor operating out of Rochester, Michigan who has 7 years of industry experience. Lloyd is on the advisory team at Cpr Investments Inc. Throughout their career, Lloyd has worked at Hbw Advisory Services LLC, Hbw Insurance & Financial Serivces, Cpr Investments Inc, Gary Lloyd Ii, LLC and Adaptive Equities. Lloyd has a Series 65 license, which qualifies them as an investment advisor representative, and can serve investors in Michigan. Cpr Investments Inc is a registered investment company that has its headquarters in Rochester, MI. The investment advisory business has offices in 20 locations and a total of 36 employees. It has $295 million in total assets between its 3,154 accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. The firm provides financial advisory services to six charitable organizations. Of its 3,154 customer accounts, just 3% are held by high-net-worth individuals who have greater than $1 million in assets. The business has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fees typically are based on the financial services. However, fee types billed by Cpr Investments Inc most likely include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cpr Investments Inc Brokerage Details
$295,298,182
36
3,154
$93,627
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
Gary Lloyd Work History
Gary has been registered as a financial advisor for 7 years.*
Cpr Investments Inc
Gary Lloyd Ii, LLC
Adaptive Equities
Hbw Advisory Services LLC
Hbw Insurance & Financial Serivces
*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 Gary 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 Cpr Investments Inc
Rochester, MI
Rochester, MI
Rochester, MI
Rochester, MI
Rochester, MI
Albuquerque, NM
Rochester, MI
Rochester, MI
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.
