Lloyd Gold is a registered investment advisor, based in Uniondale, NY, with 28 years of industry experience.
Location
50 Charles Lindbergh Blvd, Ste 420, Uniondale, NY, 11553
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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 is an agent/broker for Allied Wealth Partners and Lloyd Gold, focusing on fixed insurance sales. He also serves on the advisory board for the Atlantic Beach Estates Civic Association, and dedicates about half of his time to his insurance sales activities.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
New England SecuritiesBroker
Ws Griffith Securities, INC.Broker
State Registrations9 states
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