Centric Advisors, LLC
About this Advisor
Lloyd Conley is an advisor whose office is in Houston, Texas. Currently a registered advisor at Centric Advisors, LLC, Conley has 12 years of professional experience in the financial advisory industry. Conley maintains a Series 65 license, qualifying the advisor as an investment advisor representative. Conley is able to serve customers in Texas. During their career, the advisor has held roles at Centric Advisors, LLC (Formerly Majors & Mondragon, LLC), Conley Consulting LLC, Majors & Mondragon Tax Architecture LLC, The Lucas Group, The Shalom Group, Primerica, Ah Cpa LLC, Hrb Tax Services Inc, Joe Matriano Pc, Texas Unemployment Commission and Soliant Health. Centric Advisors, LLC is based out of Houston, Texas, and has six brick-and-mortar locations throughout the country. As a company, Centric Advisors, LLC manages $101 million in assets covering 741 client accounts and employs 22 staff members. The level of assets currently under the firm's management makes it one of the mid-sized firms in the nation. The firm manages 721 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 1% of the firm's customers are high-net-worth individuals, meaning they have greater than $1 million in capital. Centric Advisors, LLC provides financial planning services and portfolio management for individuals and small businesses. The firm's fees may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Centric Advisors, LLC Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Lloyd Conley Work History
Lloyd has 12 years of experience.
Centric Advisors, LLC (Formerly Majors & Mondragon, LLC)
Majors & Mondragon Tax Architecture LLC
Conley Consulting LLC
Ah Cpa LLC
Joe Matriano Pc
Texas Unemployment Commission
Hrb Tax Services Inc
The Shalom Group
The Lucas Group
Lloyd Conley has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Centric Advisors, LLC
West Des Moines, IA