Mark Lloyd has been Chief Executive Officer of Lloyd Advisory Services since June 2009, is a control person of the firm and directly owns under 5% of it.
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.
Mark A. Lloyd is the founder and owner of Lloyd Advisory Group. He leads a staff of financial professionals and has been a featured speaker at estate planning and retirement seminars for many years. He has been developing comprehensive retirement and estate strategies for more than 25 years and is also a registered Investment Adviser Representative for the firm.
Mark Lloyd’s longest registration is the current one, 17 years at Lloyd Advisory Services since 2009. Before joining Lloyd Advisory Services in 2009, Mark Lloyd was registered through Envision Investment Advisors, LLC.
- The Lloyd Advisory GroupCurrent– present · 17 yearsSuwanee, GA · Adviser representative · Firm CRD 150582
- Envision Investment Advisors, LLC– · under a yearSuwanee, GA · Adviser representative · Firm CRD 143667
- Envision Investment Advisors, LLC– · under a yearSuwanee, GA · Adviser representative · Firm CRD 143667
Professional designations
Listed by Lloyd Advisory Services
- Certified Estate Planner (CEP®)
- Registered Financial Consultant (RFC®)
Investment adviser representative registrations
Mark Lloyd is registered as an investment adviser representative in 3 states, as a resident of Texas. The first approvals date from June 2009; the most recent is Louisiana, in January 2023.
- GeorgiaSince 25 June 2009
- LouisianaSince 10 January 2023
- TexasResidentSince 9 January 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 16 January 2008 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Mark Alan Lloyd
- CRD
- 3098561
- Firm
- Lloyd Advisory Services · CRD 150582
- Role
- Chief Executive Officer
- Office
- 3575 LAWRENCEVILLE SUWANEE ROAD, Suwanee, GA 30024
- Registration
- Investment adviser registration
- In the industry since
- July 2008
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- lloydadvisorygroup.com
Where does Mark Lloyd work?
Mark Lloyd has been Chief Executive Officer of Lloyd Advisory Services, LLC since June 2009, and is a control person of the firm.
Is Mark Lloyd a financial advisor?
Yes. Mark Lloyd has a current investment-adviser registration in Georgia, Louisiana and Texas, through Lloyd Advisory Services since June 2009.
How many years of experience does Mark Lloyd have?
Mark Lloyd has 18 years in the financial industry, since July 2008, across 2 adviser firms.
What exams has Mark Lloyd passed?
Mark Lloyd passed the Series 65 in January 2008.
Where did Mark Lloyd work before Lloyd Advisory Services?
Before Lloyd Advisory Services, Mark Lloyd was registered through Envision Investment Advisors, LLC, May 2009 to June 2009; Envision Investment Advisors, LLC, February 2008 to December 2008.
Where is Mark Lloyd based?
Mark Lloyd’s registered office is in Suwanee, GA.
Is Mark Lloyd registered with FINRA?
No. Mark Lloyd has no current broker registration.
How can I verify Mark Lloyd’s record?
Search CRD 3098561 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Mark Lloyd’s full registration record.