William Roger Lloyd is an investment adviser representative (IAR) with state registration records since 2017, appearing at 3 firms. Currently registered with THE HUNTINGTON INVESTMENT COMPANY, AMERIPRISE FINANCIAL SERVICES, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES, LLC | 2026-06-29 | present | Yes |
| THE HUNTINGTON INVESTMENT COMPANY | 2019-08-29 | present | Yes |
| BMO HARRIS FINANCIAL ADVISORS, INC. | 2017-07-10 | 2019-07-12 | — |