Nicholas
Lloyd
Novare Capital Management
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About this Advisor
Nicholas Lloyd is a financial advisor working in Charlotte, North Carolina with a total of 1 year of relevant experience. Lloyd is an employee of Novare Capital Management. Throughout their career, they have worked at M Holdings Securities, Inc, Greenberg & Rapp, Trump National Golf Club Bedminster, Virginia Tech University, North Hunterdon High School and Novare Captial Management. Lloyd has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in North Carolina. Novare Capital Management is a registered investment business that has its headquarters in Charlotte, NC. It handles $1 billion in total assets between its 702 customer accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm serves six charities and foundations. Of its 702 customer accounts, 60% are associated with high-net-worth individuals who have more than $1 million in investable assets. Novare Capital Management provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors usually vary depending on which services the firm provides the client. Fee types charged by Novare Capital Management typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Novare Capital Management Brokerage Details
$1,322,652,050
22
702
$1,884,120
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Nicholas Lloyd Work History
Nicholas has been registered as a financial advisor for 1 years.*
Novare Captial Management
M Holdings Securities, Inc
M Holdings Securities, Inc
Greenberg & Rapp
Trump National Golf Club Bedminster
Virginia Tech University
North Hunterdon High School
*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 Nicholas 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 Novare Capital Management
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
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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