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Lloyd Engleman

Accelerate Retirement
26 Years of Experience
Corona, CA
Sells Insurance
View SEC Summary
View SEC Summary

Lloyd Engleman is a registered investment advisor at Accelerate Retirement, based in Corona, CA, with 26 years of industry experience. Lloyd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 1,076 clients with $320M in assets under management.

Accelerate Retirement
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
31 advisors
Number of Clients
1,076 clients
Average Client Portfolio
$293K average
Assets Under Management
$315.4M

Fee Structure

Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Maximum annualized fee is 1.50%. Fees are negotiable on a per-client basis.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

4160 Temescal Canyon Road, Suite 214, Corona, CA, 92883

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Lloyd is an insurance broker for Backnine Insurance, providing fixed insurance products to clients, dedicating a few hours per week. He also serves as a board member for Victoria Club/Country Club, spending minimal time on board matters.

Employment History
Current Registrations
Accelerate Retirement
May 2023 - Present · 3 yrs 5 mos
Previous Registrations
Kestra Investment Services, LLCBroker
January 2022 - May 2022 · 4 mos
NFP Retirement INC.
December 2021 - July 2023 · 1 yr 7 mos
Triad Advisors LLCBroker
January 2019 - December 2021 · 2 yrs 11 mos
Resources Investment Advisors
December 2018 - January 2022 · 3 yrs 1 mo
LPL Financial LLC
December 2015 - December 2018 · 3 yrs
Independent Financial Partners
August 2014 - December 2018 · 4 yrs 4 mos
LPL Financial LLCBroker
November 2010 - December 2018 · 8 yrs 1 mo
Nrp Financial, INC.Broker
June 2008 - November 2010 · 2 yrs 5 mos
Financial Telesis INCBroker
May 2007 - June 2008 · 1 yr 1 mo
Intersecurities, INC.Broker
July 2000 - May 2007 · 6 yrs 10 mos
State Registrations2 states
CATX
Advisor

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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