Gary Lloyd has been an investment adviser representative at CPR Investments since January 2016, and is not listed among the firm’s executive officers or direct owners. Gary Lloyd holds a BS in Applied Engineering Science and Business Management from Michigan State University.
CPR Investments Inc is a Rochester, MI firm with $239M under management, 1,172 clients and 25 advisers across 16 offices, as of its August 2026 filing.
Gary L. Lloyd is an Investment Advisor Representative of CPR Investments Inc. Lloyd has held the role from January 2016, as of his Form ADV Part 2B supplement dated November 2, 2020. That filing also shows him as Managing Member of Quantum Capital Group LLC, Adaptive Equities and Gary Lloyd II, LLC, and as a Member of Goldengreen Holding, LLC. Earlier he was an Investment Advisor Representative at HBW Advisory Services LLC from May 2010 to December 2015.
Gary Lloyd’s longest registration is the current one, 10 years at CPR Investments since 2016. Before joining CPR Investments in 2016, Gary Lloyd was registered through HBW Advisory Services LLC.
- CPR Investments IncCurrent– present · 10 yearsRochester, MI · Adviser representative · Firm CRD 139067
- HBW Advisory Services LLC– · 5 yearsGrand Blanc, MI · Adviser representative · Firm CRD 143665
Investment adviser representative registrations
Gary Lloyd is registered as an investment adviser representative in Michigan, since January 2016.
- MichiganSince 6 January 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 14 September 2009 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Gary Lynn Lloyd
- CRD
- 5768051
- Firm
- CPR Investments · CRD 139067
- Office
- 1600 PARKDALE ROAD, SUITE 201, Rochester, MI 48307
- Registration
- Investment adviser registration
- In the industry since
- May 2010
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- cprinvestmentsinc.com
Where does Gary Lloyd work?
Gary Lloyd is an investment adviser representative registered through CPR Investments Inc since January 2016, and is not listed among the firm’s executive officers or direct owners.
Is Gary Lloyd a financial advisor?
Yes. Gary Lloyd has a current investment-adviser registration in Michigan, through CPR Investments since January 2016.
How many years of experience does Gary Lloyd have?
Gary Lloyd has 16 years in the financial industry, since May 2010, across 2 adviser firms.
What exams has Gary Lloyd passed?
Gary Lloyd passed the Series 65 in September 2009.
Where did Gary Lloyd work before CPR Investments?
Before CPR Investments, Gary Lloyd was registered through HBW Advisory Services LLC, May 2010 to December 2015.
Where is Gary Lloyd based?
Gary Lloyd’s registered office is in Rochester, MI.
Is Gary Lloyd registered with FINRA?
No. Gary Lloyd has no current broker registration.
How can I verify Gary Lloyd’s record?
Search CRD 5768051 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Gary Lloyd’s full registration record.
