Andrew Lloyd has been an investment adviser representative at Lloyd Advisory Services since July 2022, and is not listed among the firm’s executive officers or direct owners.
Lloyd Advisory Services, LLC is a Suwanee, GA firm with $438M under management, 1,262 clients and 6 advisers across 3 offices, as of its March 2026 filing.
- The Lloyd Advisory GroupCurrent– present · 4 yearsSuwanee, GA · Adviser representative · Firm CRD 150582
Investment adviser representative registrations
Andrew Lloyd is registered as an investment adviser representative in 3 states. The first approvals date from July 2022; the most recent are Louisiana and Texas, in January 2023.
- GeorgiaSince 6 July 2022
- LouisianaSince 9 January 2023
- TexasSince 9 January 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 13 June 2022 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Andrew Jacob Lloyd
- CRD
- 7579064
- Firm
- Lloyd Advisory Services · CRD 150582
- Office
- 3575 LAWRENCEVILLE SUWANEE ROAD, Suwanee, GA 30024
- Registration
- Investment adviser registration
- In the industry since
- July 2022
- Disciplinary history
- Not yet shown here · SEC record
Where does Andrew Lloyd work?
Andrew Lloyd is an investment adviser representative registered through Lloyd Advisory Services, LLC since July 2022, and is not listed among the firm’s executive officers or direct owners.
Is Andrew Lloyd a financial advisor?
Yes. Andrew Lloyd has a current investment-adviser registration in Georgia, Louisiana and Texas, through Lloyd Advisory Services since July 2022.
How many years of experience does Andrew Lloyd have?
Andrew Lloyd has 4 years in the financial industry, since July 2022, across 1 adviser firm.
What exams has Andrew Lloyd passed?
Andrew Lloyd passed the Series 65 in June 2022.
Where is Andrew Lloyd based?
Andrew Lloyd’s registered office is in Suwanee, GA.
Is Andrew Lloyd registered with FINRA?
No. Andrew Lloyd has no current broker registration.
How can I verify Andrew Lloyd’s record?
Search CRD 7579064 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Andrew Lloyd’s full registration record.
