Lloyd Strode is a CFP-designated registered investment advisor, based in Phoenix, AZ, with 12 years of industry experience.
Location
2415 E. Camelback Rd, Suite 702, Phoenix, AZ, 85016
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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 fixed insurance sales through Balance Benefits Consulting and North Star Consultants & North Star Brokerage, dedicating nearly full-time hours to the latter. He also holds positions as a board member for the Arizona Veterinary Medicine Association, part-owner of BTFD LLC (golf course), co-owner of BTFD 3600 LLC (real estate), owner of Strode Financial LLC, and financial professional at North Star Resource Group.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Cri Securities, LLC
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Cri Securities, LLCBroker
State Registrations9 states
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