Lloyd Church
Lloyd Church is a registered investment advisor at Pks Advisory Services, LLC, based in Malta, NY, with 29 years of industry experience. Lloyd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 4,416 clients with $910M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
PKS Advisory Services provides investment management for an annual fee based on the value of your investments. The fee can be up to 2.75% and varies depending on the amount you invest, the type of services you need, and the experience of the advisor. This fee does not include brokerage commissions or other transaction costs.
Location
5 Hemphill Place, Suite 220, Malta, NY, 12020
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Regulatory History (2)
Regulatory
October 2025Customer Dispute
October 2001Other Business ActivitiesSells Insurance
Lloyd is an RIA at PKSA (PKS Advisory) DBA Capital Saratoga Wealth Management, providing investment advice. He is also an insurance agent at PKS Financial, selling and servicing fixed life insurance and annuity contracts since 1996.
Employment History
Current Registrations
Pks Advisory Services, LLC
Purshe Kaplan Sterling Investments
Purshe Kaplan Sterling InvestmentsBroker
State Registrations47 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.