Mark Alan Lloyd

Employer firm

The Lloyd Advisory Group CRD 150582

$438M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 06/1995 → Present
  The Lloyd Group, Inc
  Suwanee, GA
• 06/2009 → Present
  Lloyd Advisory Services, Llc
  Suwanee, GA

Previous Registrations

• 2009-05-07 → 2009-06-15
  Envision Investment Advisors, Llc
  Suwanee, GA
  Omaha, NE
• 2008-02-19 → 2008-12-31
  Envision Investment Advisors, Llc
  Suwanee, GA
  Omaha, NE

Other Businesses

THE LLOYD GROUP, INC. - INSURANCE AGENCY - INVESTMENT-RELATED - 3575 LAWRENCEVILLE SUWANEE ROAD, SUWANEE, GA 30024 - OWNER - SALE OF INSURANCE PRODUCTS - START DATE: 06/1995 - 90 HOURS/MONTH, 65 DURING SECURITIES TRADING HOURS MARK LLOYD FAMILY REAL ESTATE LLC - HOLDING COMPANY - INVESTMENT-RELATED - 3575 LAWRENCEVILLE SUWANEE ROAD, SUWANEE, GA 30024 - MANAGING MEMBER - MONITOR, MANAGE AND MAINTAIN PROPERTIES OWNED FOR LLOYD GROUP AND OTHER RENTAL PROPERTIES - START DATE: 06/06/2005 - 6 HOURS/MONTH, 0 DURING SECURITIES TRADING HOURS TRIPLE L MARKETING, INC. - INVESTMENT-RELATED - 3575 LAWRENCEVILLE SUWANEE ROAD, SUWANEE, GA 30024 - OWNER - PROVIDES PUBLIC SPEAKING SERVICES REGARDING FINANCIAL INDUSTRY TRAINING AND EDUCATION - START DATE: 12/2014 - 8 HOURS/MONTH, 5 DURING SECURITIES TRADING HOURS

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-01-16