LLOYD ADVISORY SERVICES, LLC of SUWANEE, GA is an SEC-registered investment adviser (CRD 150582). Regulatory assets under management: $437.6M.
Compensation: % of AUM.
Clients served: High net worth, Pooled vehicles, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Dennis Richard Mason | CHIEF COMPLIANCE OFFICER | — |
| Mark Alan Lloyd | CEO; CHIEF EXECUTIVE OFFICER | — |
| Dustin Meza | CHIEF COMPLIANCE OFFICER | Topeka, KS |
| MASON WAYNE RICHARD | CHIEF COMPLIANCE OFFICER | — |
| Dowell Alisha Perdue | CHIEF COMPLIANCE OFFICER | — |
| LLOYD MARK ALAN | CEO; CHIEF EXECUTIVE OFFICER | — |
| JONES ANDREW BURTON | CHIEF COMPLIANCE OFFICER | — |
| MORRIS JAMES BLAKE | CHIEF OPERATING OFFICER | — |