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Bryan Lloyd

42 Years of Experience
Park City, UT
1 DisclosureBroker

Bryan Lloyd is a registered investment advisor at Wells Fargo Advisors, based in Park City, UT, with 42 years of industry experience. Bryan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

1441 W Ute Blvd Ste 380, Park City, UT, 84098

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2016
Settled
Employment History
Current Registrations
Wells Fargo Advisors
March 2016 - Present · 10 yrs 7 mos
Wells Fargo Clearing Services, LLCBroker
March 2016 - Present · 10 yrs 7 mos
Previous Registrations
Morgan Stanley
June 2009 - March 2016 · 6 yrs 9 mos
Morgan StanleyBroker
June 2009 - March 2016 · 6 yrs 9 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
November 1991 - April 2007 · 15 yrs 5 mos
Morgan Stanley Dw INC.Broker
August 1984 - April 2007 · 22 yrs 8 mos
State Registrations30 states
ARAZCACODCDEFLGAHIIDILMAMDMEMNMTNCNDNJNMNVNYOKORTNTXUTVAWAWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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