Lloyd Reed Wilson

Current Employers

Employment History

• 10/1970 → Present
  New York Life Ins. Co.
  Birmingham, AL
• 07/1983 → Present
  Nylife Securities Inc.
  Birmingham, AL
• 12/2002 → Present
  Lloyd R. Wilson And Associates
  Birmingham, AL
• 03/2000 → Present
  Eagle Strategies Llc
  Birmingham, AL

Other Businesses

[INSURANCE BROKERING; OPERATING UNDER THE DBA NAME OF LLOYD R. WILSON & ASSOCIATES FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; START DATE 12/2002; 2311 HIGHLAND AVE S STE 101 BIRMINGHAM AL 35205] [Lloyd and Sherry Scholars Fund/ Department of Neurosurgery at University of Alabama Medical Center; It funds residents and fellows through the five-year neurosurgical program prior to the neurosurgery fellow moving into private practice.; FOT 950D, UAB Medicine, 1720 2nd Ave So, Birmingham, AL 35294; Start Date 12/2013; Role/Title: Creator; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [Glenn 144 LLC; Conservation Easement; 7401 Watson Rd Suite 88 St. Louis Mossouri 63119; Start Date 12/2017; Role/Title: Member; Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [Stifel Trust Company; referral agreement; 2311 Highland Avenue South, Birmingham, AL 35205; Start Date 03/2013; Role/Title: Consultant; Investment Related; 0 hours per month; 0 hours per month during securities trading hours; referrals for trust services] [PARKINSON'S ASSOCIATION OF ALABAMA; BOARD MEMBER; NON INVESTMENT RELATED; START DATE 2/2013] [Robert and Lois Luckie Charitable Foundation; Charitable Private Foundation; 600 Luckie Drive, Suite 150, Birmingham, AL 35223; Start Date 09/2020; Role/Title: Consultant; Not Investment Related; 4 hours per month; 4 hours per month during securities trading hours;Facilitating monthly or quarterly foundation meetings. At their request, they are drawing on my past experience and expertise in grant requests, grant reviews, grant making, and timing of grants] [Oakworth Capital Bank ; Privately Owned Bank; 850 Shades Creek Parkway Suite 200; Start Date 02/2003; Role/Title: Investor; Investment Related; 0 hours per month; 0 hours per month during securities trading hours]

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-11-29
• S63 Uniform Securities Agent State Law Examination
  1984-08-13