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Lloyd Coates

Truist Advisory Services, INC.
38 Years of Experience
Port Orange, FL
1 DisclosureBroker
View SEC Summary
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Lloyd Coates is a registered investment advisor at Truist Advisory Services, INC., based in Port Orange, FL, with 38 years of industry experience. Lloyd is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 129,307 clients with $77B in assets under management.

Truist Advisory Services, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1974 advisors
Number of Clients
129,307 clients
Average Client Portfolio
$599K average
Assets Under Management
$77.4B

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K2.25%
$100K - $250K2.20%
$250K - $500K2.15%
$500K - $1.0M2.00%
$1.0M - $2.0M1.85%
$2.0M - $5.0M1.75%
$5.0M - $10.0M1.65%
$10.0M - $25.0M1.50%
$25M+1.45%

Fees are negotiable and billed quarterly in arrears. AMC Advantage Program charges a separate program fee up to 2.25% plus third-party manager fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

1635 Taylor Rd, Port Orange, FL, 32128

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History

Regulatory History (1)
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Customer Dispute
January 2012
Withdrawn
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Truist Advisory Services, INC.
August 2016 - Present · 10 yrs 2 mos
Truist Investment Services, INC.
January 1996 - Present · 30 yrs 9 mos
Truist Investment Services, INC.Broker
January 1996 - Present · 30 yrs 9 mos
Previous Registrations
Suntrust Investment Services, INC.
April 1996 - December 2016 · 20 yrs 8 mos
Suntrust Securities, INC.Broker
August 1992 - December 1994 · 2 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1988 - August 1992 · 3 yrs 11 mos
Raymond James & Associates, INC.Broker
December 1986 - August 1988 · 1 yr 8 mos
State Registrations27 states
ALCACTFLGAILINKSKYMDMEMIMTNCNHNJNVNYOHPASCTNTXUTVAWIWV
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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