Lloyd Etheredge
Lloyd Etheredge is a registered investment advisor at Prosperity Wealth Management, INC., based in Shreveport, LA, with 40 years of industry experience. Lloyd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 1,619 clients with $440M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.35% |
| $1M+ | 1.20% |
Fees are negotiable.
Fee Estimator
Location
Shreveport, LA
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Lloyd owns Etheredge Insurance LLC, offering various insurance products, which takes about half of his time. He also owns Triton Charters LLC, a service industry business, and several rental real estate properties, requiring minimal time commitments.
Employment History
Current Registrations
Prosperity Wealth Management, INC.
Fortune Financial Services, INC.
Fortune Financial Services, INC.Broker
Previous Registrations
Prosperity Wealth Management, INC.
Lincoln Financial Securities Corporation
Lincoln Financial Securities CorporationBroker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
MML Investors Services, LLCBroker
Metlife Securities INC.Broker
Lincoln Financial Securities CorporationBroker
MML Investors Services, INC.Broker
Princor Financial Services CorporationBroker
MML Investors Services, INC.Broker
G. R. Phelps & CO., INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.