A complete list of active advisors currently associated with The Lloyd Advisory Group

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

The Lloyd Advisory Group provides discretionary asset management and financial planning primarily for individual investors, as well as trusts, estates, charitable organizations, corporations, and other business entities. According to its brochure, the firm managed about $437.6 million in discretionary assets as of December 31, 2025 and serves over 1,200 client accounts. The firm employs a retirement-focused “three bucket” investment framework—Red (diversified growth), Black (income-driven), and Green (fixed insurance‑based products)—and addresses five retirement concerns (inflation, volatility, taxes, healthcare, and outliving assets) when tailoring portfolios. LG regularly uses third‑party model portfolios and sub‑advisers, including a formal sub‑advisory relationship with AE Wealth Management, and serves as a portfolio manager in AEWM’s wrap fee program where clients pay a bundled advisory and execution fee. Distinctive features noted in the brochure include the firm’s integration of insurance products into portfolio construction (the Green Bucket) and the affiliation with an insurance agency; the brochure states IARs spend a substantial portion of their time on insurance sales and are licensed to receive commissions for those products. The firm also discloses a network of affiliations and platform relationships (Advisors Excel, AEWM, and related entities) that provide preferred pricing, technology and marketing benefits, and which the firm says it monitors and manages for potential conflicts of interest.

To learn more about the advisors currently working at The Lloyd Advisory Group, 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.