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John Thomas L
Series 65
South Jordan, UT
Parkshore Wealth Management
John Thomas Lloyd is a financial advisor at Parkshore Wealth Management with 14 years of industry experience. He holds a Series 65 designation and has been with Parkshore Wealth Management since 2012. Parkshore Wealth Management serves individuals, high-net-worth clients, retirement plan sponsors, and participants by offering portfolio management, financial planning, tax preparation, and estate-planning tools. The firm employs a disciplined investment approach centered on asset allocation, passive strategies, and model portfolios, enhanced by custom indexing, sub-adviser relationships, and fiduciary retirement plan services.
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