Brian Lloyd has been Managing Member and Chief Compliance Officer of Painted Porch Advisors since April 2019, is a control person of the firm and directly owns between 50% and 75% of it.
Painted Porch Advisors LLC is a Santa Barbara, CA firm with $572M under management, 297 clients and 13 advisers in one office, as of its March 2026 filing.
Brian Lloyd’s longest registration was 10 years at West Coast Financial, LLC (2009–2019). Before joining Painted Porch Advisors in 2020, Brian Lloyd was registered through West Coast Financial, LLC.
- Painted Porch Advisors LLCCurrent– present · 6 yearsSanta Barbara, CA · Adviser representative · Firm CRD 304375
- West Coast Financial, LLC– · 10 yearsSanta Barbara, CA · Adviser representative · Firm CRD 104677
Investment adviser representative registrations
Brian Lloyd is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from January 2020; the most recent is Texas, in May 2021.
- CaliforniaSince 29 January 2020
- TexasResidentSince 27 May 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 26 December 2008 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Brian Dennis Lloyd
- CRD
- 2917103
- Firm
- Painted Porch Advisors · CRD 304375
- Role
- Managing Member and Chief Compliance Officer
- Office
- 115 S LA CUMBRE LANE, SUITE 201, Santa Barbara, CA 93105
- Registration
- Investment adviser registration
- In the industry since
- August 2009
- Disciplinary history
- Not yet shown here · SEC record
Where does Brian Lloyd work?
Brian Lloyd has been Managing Member and Chief Compliance Officer of Painted Porch Advisors LLC since April 2019, and is a control person of the firm.
Is Brian Lloyd a financial advisor?
Yes. Brian Lloyd has a current investment-adviser registration in California and Texas, through Painted Porch Advisors since January 2020.
How many years of experience does Brian Lloyd have?
Brian Lloyd has 17 years in the financial industry, since August 2009, across 2 adviser firms.
What exams has Brian Lloyd passed?
Brian Lloyd passed the Series 65 in December 2008.
Where did Brian Lloyd work before Painted Porch Advisors?
Before Painted Porch Advisors, Brian Lloyd was registered through West Coast Financial, LLC, January 2009 to June 2019.
Where is Brian Lloyd based?
Brian Lloyd’s registered office is in Santa Barbara, CA.
Is Brian Lloyd registered with FINRA?
No. Brian Lloyd has no current broker registration.
How can I verify Brian Lloyd’s record?
Search CRD 2917103 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brian Lloyd’s full registration record.
- Kurt SchliemannMember
- James CastaninoMember