Check the background for Chris Lloyd on FINRA's BrokerCheck.
A senior vice president and wealth advisor at Lucia Capital Group, Chris Lloyd has over 20 years of industry experience. He graduated from Delta State University with a degree in marketing and management before earning his MBA at Christian Brothers University. Chris is both a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Financial Consultant® and currently holds the following industry licenses: CA insurance license #0F06395, Series 7, and Series 66.
As a wealth advisor primarily serving the Phoenix area, Chris provides comprehensive financial planning services for his clients. Chris is well versed in designing and implementing portfolios utilizing The Bucket Strategy® and focuses on planning areas such as tax-efficient withdrawal strategies, alternative investments, and long-term care (among many other retirement planning strategies). Chris also enjoys participating in Bucket Strategy Live webcasts.
Outside of work, Chris enjoys fly fishing, golfing, and hiking.
Chris Lloyd is a registered representative of, and offers securities through, Lucia Securities, LLC, member FINRA/SIPC. Advisory services offered through Lucia Capital Group, a registered investment advisor. Lucia Securities, LLC is a wholly owned subsidiary of Lucia Capital Group.