Lloyd
Conley

Centric Advisors, LLC

CRD#6451910
Investment Advisor
in Houston, TX

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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

Series 65

Years of Experience

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

10603 W Sam Houston Pkwy N 225
Houston, TX 77064

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Centric Advisors, LLC Brokerage Details

Total Assets Under Management

$100,703,552

TX Average: $3,042,739,679
Total Number of Employees

22

TX Average: 49
Total Number of Accounts

741

TX Average: 2,315
Average Account Size

$135,902

TX Average: $1,314,358

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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.

2018 - Present (3 years)

Centric Advisors, LLC (Formerly Majors & Mondragon, LLC)

2018 - Present (3 years)

Majors & Mondragon Tax Architecture LLC

2016 - Present (5 years)

Conley Consulting LLC

2015 - 2016 (1 year)

Primerica

2015 - 2016 (1 year)

Ah Cpa LLC

2015 - 2015 (< 1 year)

Joe Matriano Pc

2013 - 2013 (< 1 year)

Texas Unemployment Commission

2011 - 2011 (< 1 year)

Soliant Health

2010 - 2015 (5 years)

Hrb Tax Services Inc

2009 - 2016 (7 years)

The Shalom Group

2008 - 2017 (9 years)

The Lucas Group

Disclosures

Lloyd Conley has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Centric Advisors, LLC

Mark Ruzicka
Houston, TX
Zachary Majors
Houston, TX
Joshua Kloewer
West Des Moines, IA
Lindy Chan
Houston, TX
Victoria Cooper
Houston, TX
Joseph Ingram
Houston, TX
Lloyd Conley
Houston, TX
Stoy Hall
Houston, TX

This content was compiled from the SEC and FINRA.

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