Taylor Lloyd

Employer firm

Farther CRD 302050

$16.0B regulatory AUM 450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 08/2012 → 12/2016
  Florida State University
  Tallahassee, FL
• 08/2014 → 01/2017
  Suntrust Investment Services
  Ormond Beach, FL
• 01/2017 → 03/2023
  Lincoln Financial Advisors
  Jacksonville, FL
• 03/2023 → 08/2025
  Commonwealth Financial Network
  Waltham, MA
• 08/2025 → Present
  Farther
  Jacksonville, FL

Previous Registrations

• 2023-03-02 → 2025-08-13
  Commonwealth Financial Network
  Jacksonville, FL
  Waltham, MA
  Jacksonville, FL
• 2017-03-20 → 2023-03-02
  Osaic Fa, Inc.
  Jacksonville, FL
  Vienna, VA
  Charlotte, NC

Other Businesses

1. Fixed insurance sales; as of 1/1/2017; 5% of time spent during business hours; Conducted at branch location; Investment related 2. Owner, Lloyd Private Wealth Services, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 1/01/2021; 100% time spent during business hours; Conducted at branch; Investment related.

Exams

• S66 Uniform Combined State Law Examination
  2017-03-13