Mark Lloyd has been an investment adviser representative at Lloyd Advisory Services since August 2023, 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 · 3 yearsSuwanee, GA · Adviser representative · Firm CRD 150582
Investment adviser representative registrations
Mark Lloyd is registered as an investment adviser representative in Georgia, since August 2023.
- GeorgiaSince 1 August 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 29 June 2023 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Mark Alan Lloyd
- CRD
- 7149477
- Firm
- Lloyd Advisory Services · CRD 150582
- Office
- 3575 LAWRENCEVILLE SUWANEE ROAD, Suwanee, GA 30024
- Registration
- Investment adviser registration
- In the industry since
- July 2023
- Disciplinary history
- Not yet shown here · SEC record
Where does Mark Lloyd work?
Mark Lloyd is an investment adviser representative registered through Lloyd Advisory Services, LLC since August 2023, and is not listed among the firm’s executive officers or direct owners.
Is Mark Lloyd a financial advisor?
Yes. Mark Lloyd has a current investment-adviser registration in Georgia, through Lloyd Advisory Services since August 2023.
How many years of experience does Mark Lloyd have?
Mark Lloyd has 3 years in the financial industry, since July 2023, across 1 adviser firm.
What exams has Mark Lloyd passed?
Mark Lloyd passed the Series 65 in June 2023.
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 7149477 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Mark Lloyd’s full registration record.
