A complete list of active advisors currently associated with Lloyd Financial Group LLC

Warmer can help you find a great advisor at Lloyd Financial Group LLC or one who fits your needs even better.

The firm offers discretionary investment management and financial planning to individuals, high‑net‑worth individuals, trusts, and estates, reporting roughly $19.86 million in assets under management for about 20 clients. Services include customized portfolio construction, ongoing supervision, and advice relating to retirement accounts and rollovers. Investment approach emphasizes a long‑term orientation and fundamental analysis, using low‑cost mutual funds and ETFs supplemented by individual stocks or bonds when appropriate, and reallocating positions as client objectives or market conditions dictate. The firm also recommends and monitors unaffiliated independent managers through an institutional custody platform and provides written financial plans or consultations for specified engagements. Noteworthy distinctions include an affiliated insurance entity through which firm principals are licensed to sell insurance products and may receive commissions, a relationship the brochure identifies as a potential conflict of interest. The firm is recently formed and operates with a small, two‑advisor team supported by an experienced chief investment professional, manages client assets on a fully discretionary basis, and does not accept custody of client assets beyond fee‑debit arrangements.

To learn more about the advisors currently working at Lloyd Financial Group LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

You can also browse Lloyd Financial Group LLC's office locations.

Name	Location	Years of experience
Lucas Lloyd	Union, KY	6
Colin Symons	Cocoa, FL	26

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