Our Qualifications

Cliff Lloyd has been in the financial industry for over 10 years serving Texas and Louisiana.  His job as a Financial Planner is to work with his clients to help them secure a lifetime of financial prosperity while helping to protect them in the case of unforeseen events.  He enjoys working with small business owners and families who value and recognize the importance of proper planning.

 

 

 

QUALIFICATIONS

  • Retirement Income Certified Professional - RICP

  • Licensed to sell Life and Health Insurance in Arizona, Texas, Mississippi and Louisiana

  • Licensed to sell Auto and Homeowners Insurance in Texas and Louisiana

  • Registered to offer securities products in Louisiana and Texas

  • Investment Adviser Representative of MML Investors Services, LLC 

  • Licensed to sell Variable products in Louisiana and Texas 

  • Million Dollar Roundtable Aspirant 2011 qualifier

  • Million Dollar Roundtable Qualifying Member 2015

  • Million Dollar Roundtable Qualifying Member 2016

  • Leaders Conference Qualifier 2016

  • Leaders Conference Qualifier 2017

 

PERSONAL

  • B.A. Southeastern Louisiana University (2005) 

  • M.B.A. Southeastern Louisiana University (2007)

  • 10+ year resident of Hammond, LA

  • Currently reside in Covington, LA

  • Hometown of Mandeville, LA

 

ORGANIZATIONS

  • Member of Order of Omega 

  • Member of SLU Alumni

  • Member of Kappa Alpha Order Alumni

  • Chapter Advisor for KA at Southeastern Louisiana University

  • Member of Thirteen Club

  • Member of the Hammond Chamber of Commerce

  • Member of NAIFA of Baton Rouge

  • Member of HAFA

 

 

Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC  3838 N Causeway Blvd., Suite 3400, Metairie, LA 70002.  (504)613-2000.

 

CRN202005-230476

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