Lloyd Mennenga is a registered investment advisor, based in Alpharetta, GA, with 25 years of industry experience.
Location
2400 Lakeview Parkway, Suite 550, Alpharetta, GA, 30009
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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 a tax advisor at Mennenga Tax & Financial since 1996, dedicating full-time hours to tax preparation. He also owns Refundinfo.com, a website for checking tax refund status, and serves as treasurer for the Cottage Grove Chamber of Commerce, spending minimal time on each.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Merit Financial Advisors
Previous Registrations
Harbour Investments, INC.
Harbour Investments, INC.Broker
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
H.D. Vest Advisory Services, INC
H.D. Vest Investment ServicesBroker
State Registrations13 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.