GL
GL

Gary Lynn Lloyd

15 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
26 advisors
Number of Clients
1,305 clients
Average Client Portfolio
$163K average
Assets Under Management
$213.3M

Fee Structure

Minimum Investment:None
Financial Planning:Included in AUM fee
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Location

1600 Parkdale Road, Suite 201, Rochester, MI, 48307

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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 Activities

Gary owns Withoutlimitbiz, LLC, a real estate purchase and resale business, spending about half his time on it. He also owns Gary Lloyd II, LLC DBA Absolute Advisors, a real estate investment education company, and Goldengreen Holding LLC, another real estate purchase and resale business, dedicating about 10% of his time to each.

Employment History
Current Registrations
Cpr Investments INC
January 2016 - Present · 10 yrs 1 mo
Previous Registrations
Hbw Advisory Services LLC
May 2010 - December 2015 · 5 yrs 7 mos
State Registrations1 state
MI
Advisor
Exams
No exam information available for this advisor.