Todd Lewis Lloyd

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

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

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

Current Employers

Employment History

• 08/2015 → 06/2024
  Td Ameritrade, Inc
  Orange Village, OH
• 01/2022 → Present
  Charles Schwab And Co., Inc.
  Orange Village, OH
• 09/2015 → 06/2024
  Td Ameritrade Investment Management, Llc
  Orange Village, OH
• 07/2024 → Present
  Charles Schwab Bank Ssb
  Orange Village, OH

Previous Registrations

• 2015-09-03 → 2023-09-07
  Td Ameritrade Investment Management, Llc
  Beachwood, OH
  Orange Village, OH
• 2015-09-03 → 2022-10-14
  Td Ameritrade, Inc.
  Orange Village, OH
• 2012-02-01 → 2015-09-03
  Wells Fargo Clearing Services, Llc
  Cleveland, OH
• 2010-04-20 → 2012-01-30
  Pruco Securities, Llc.
  Uniontown, OH

Other Businesses

Dakota West Condominium Association|Investment Related:No|Homeowner Association|Secretary|2022-01-03|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|I schedule and take the meeting minutes for my residential building's homeowner association. I live in a 4-unit building and all homeowner serve automatically on the board. I do not handle any finances/investments for the association in any capacity.

Exams

• S66 Uniform Combined State Law Examination
  2010-04-14

Other Names

• Todd L Lloyd
• Todd Lloyd