Marco Lloyd
Marco Lloyd is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Sugar Land, TX, with 34 years of industry experience. Marco is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
245 Commerce Green STE 200, Sugar Land, TX, 77478
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2009Other Business Activities
Marco has 50% ownership in YL Holdings, LLC, a commercial investment holding company, since 2019. He dedicates minimal time to providing capital.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Legg Mason Wood Walker INC
Legg Mason Wood Walker, IncorporatedBroker
Smith Barney INC.Broker
Lehman Brothers INC.Broker
F.N. Wolf & CO., INC.Broker
State Registrations42 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.
Exams
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