William Elsberry Lloyd

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2013 → 06/2019
  Lincoln Financial Distributors
  Radnor, PA
• 06/2019 → Present
  Lpl Financial Llc
  Wilmington, DE

Other Businesses

1)06/26/2019 - 06/26/2019 - Covenant Wealth Strategies, LLC - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s)

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-09-06
• S63 Uniform Securities Agent State Law Examination
  2013-01-17

Other Names

• Bill Lloyd
• William Lloyd