William Russell Lloyd

Current Employers

Employment History

• 05/2011 → 06/2019
  Lpl Financial Llc
  Reston, VA
• 08/2019 → Present
  Spire Investment Partners, Llc
  Reston, VA

Previous Registrations

• 2019-09-19 → 2026-01-16
  Spire Wealth Management, Llc
  Mclean, VA
  Reston, VA
• 2011-04-15 → 2019-07-26
  Lpl Financial Llc
  Vienna, VA
  San Diego, CA
  Reston, VA
• 2000-04-06 → 2011-04-28
  Mml Investors Services, Llc
  Vienna, VA
  Mclean, VA

Other Businesses

1) Ameritas Life Insurance Co; Statutory employee for life and disability insurance sales; 01/01/2017; 4-5 hours/week; compensation through commissions. 2) 6/14/2017 - Comprehensive Wealth Advisors (Captive Consulting) - Investment Related - At Reported Business Location(s) - Started 07/01/2016 - 6 Hours Per Month During Securities Trading. Tax strategy consulting - no client involvement. Statement from W. Lloyd "I promise and commit that I will not refer any of my clients, advisory or otherwise, to Comprehensive Wealth Advisors, LLC or any other business I have an ownership interest in." 3) 7//2021 - Founder: The Charitable Payraise - Web Application, Financial method modeling tool. 30 hours/month. Requires a subscription to utilize the site/technology. Not Spire referenced or affiliated. Compensation based upon % of subscription price. The objective of TCP is promote and utilize a new tax method that helps improve the after tax cash flow of a client most often in retirement while mitigating taxes in the transition from the appreciation phase of investing to the income The mathematics and method are patented with an app which clients and their advisors are provided to deploy the method.; 5-10 hours/month; compensation-CP receives a User Fee for use of the Intellectual Property as a declining percentage of the capital deployed in the method. 4) My Financial Coach Corp- 1/2023 - Special matters expert - 0% ownership - Virtual family office for physicians - Advise advisors & clients on the use of P3 only on occasion - Advisory fee received when strategy is referred by MFC advisor. 5) Elite Resource Team Corp - 1/2025 - Special matters expert - 0% ownership - Virtual family office - Advise advisors & clients on the use of P3 - Approximately 5 hours per week - Advisory fee received when strategy is deployed by ERT advisor. 6) Assurance Ally LLC - 5/1/2026 - Independent contractor - 0% ownership - Insurance IMO - Fixed life insurance & annuities, disability & TLC - Approximately 4 hours per week.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-09-23
• S63 Uniform Securities Agent State Law Examination
  1991-05-10

Designations

Other Names

• Bill Lloyd
• William R Lloyd