Paul Lloyd
Paul Lloyd is a CFP-designated registered investment advisor at Credit Union Investment Services, based in Asheville, NC, with 12 years of industry experience. Paul is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fees vary by product type: 0.25% annually for cash and individual fixed income, and 0.50% annually for all other securities.
Fee Estimator
Location
1310 Hendersonville RD, Asheville, NC, 28803
Get directionsHistory
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
Paul works for State Employees' Credit Union providing financial services and is also an agent for SECU Life Insurance Company. His insurance duties are performed as required in conjunction with his position at the credit union.
Employment History
Current Registrations
Credit Union Investment Services
Secu Brokerage ServicesBroker
Previous Registrations
VALIC Financial Advisors, INC.Broker
VALIC Financial Advisors, INC.
Xcu Capital Corporation, INC.
Xcu Capital Corporation, INC.Broker
Xcu Capital Corporation, INC.Broker
State Registrations1 state
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
More Advisors
- William Hester, CFPLPL Financial LLC
- Larry Scott, CFPCambridge Investment Research Advisors, INC.
- Elmer Wessel, CFA, CFPWessel Investment Counsel, L.L.C.
- Joe Young, ChFCFarther
- James Norris, CFPOppenheimer & CO. INC.
- Donald Reed, ChFCNorthwestern Mutual Investment Services,llc