Dr. Michelle Dionne Lloyd

Employer firm

Valic Financial Advisors, Inc. CRD 42803

$29.2B regulatory AUM 38 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• RECOMMEND WRAP ACCOUNTS TO CLIENTS

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

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

Current Employers

Employment History

• 08/2008 → 05/2017
  North Central University/National University
  San Diego, CA
• 12/2023 → Present
  Valic Financial Advisors, Inc.
  Houston, TX
• 03/2018 → 08/2021
  Lindamood-Bell Learning Processing Center
  Houston, TX
• 02/2020 → Present
  Lloyd Learning Labs
  Sugar Land, TX
• 05/2017 → 03/2018
  Homemaker
  Sugar Land, TX
• 02/2020 → Present
  Lloyd Learning Labs
  Sugar Land, TX
• 12/2023 → Present
  Agia
  Houston, TX

Other Businesses

AGIA POSITION: AGENT NATURE: Non-Securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 12/18/2023 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as agent to sell Non-Securities Insurance products for AGIA. LLOYD LEARNING LABS POSITION: Founder NATURE: We support parents with anxiety related to teens leaving home after high school. INVESTMENT RELATED: No NUMBER OF HOURS: 7 SECURITIES TRADING HOURS: 0 START DATE: 02/11/2020 ADDRESS: Virtual, Sugar Land TX 77498, United States DESCRIPTION: I coach parents regarding how they can prepare for their teens transition out of the home.

Exams

• S66 Uniform Combined State Law Examination
  2025-12-13
• S63 Uniform Securities Agent State Law Examination
  2024-05-10

Other Names

• Michelle Dionne Jackson
• Michelle Dionne Lloyd
• Drmichelle Lloyd