TrueAdvisor
TrueAdvisor
SD
SD

Shaun Paul Duffy

The Lloyd Advisory Group
1 Year of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningInsurance Planning
The Lloyd Advisory Group
Compensation
Fee-Only (AUM)
Firm Size
6 advisors
Number of Clients
1,260 clients
Average Client Portfolio
$295K average
Assets Under Management
$371.8M

Fee Structure

Financial Planning:Investment management only

Location

3575 Lawrenceville Suwanee Road, Suwanee, GA, 30024

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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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Employment History
Current Registrations
The Lloyd Advisory Group
March 2024 - Present · 1 yr 11 mos
State Registrations1 state
GA
Advisor
Exams
No exam information available for this advisor.