Our Qualifications

Cliff Lloyd has been in the financial industry for over 12 years serving clients who want a tailored experience.  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.





  • Retirement Income Certified Professional Designation - RICP

  • Licensed to sell Life and Health Insurance in Arizona, Arkansas , Georgia, Florida, Virginia, Texas, Mississippi and Louisiana (Arkansas License #9434539)

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

  • Registered to offer securities products in Mississippi, Arkansas, Alabama, Georgia, Florida, Louisiana and Texas

  • Investment Adviser Representative of MML Investors Services, LLC 

  • Licensed to sell Variable products in Arkansas, Alabama, Mississippi, Georgia, Florida, Louisiana and Texas 

  • Million Dollar Roundtable Aspirant 2011 qualifier

  • Million Dollar Roundtable Qualifying Member 2015 - 2018

  • Million Dollar Roundtable Qualifying Court of the Table Member 2019-2020

  • Leaders Conference Qualifier 2016-2017, 2019-2020



  • B.A. Southeastern Louisiana University (2005) 

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

  • Currently reside in Covington, LA

  • Hometown of Mandeville, LA

  • Loves spending time with family and going on the Tchefuncta River



  • Member of Order of Omega 

  • Member of SLU Alumni

  • Member of Kappa Alpha Order Alumni

  • Advisor for KA at Southeastern Louisiana University

  • Member of Thirteen Club

  • Member of the Hammond Chamber of Commerce

  • Member of NAIFA of New Orleans

  • Member of HAFA

  • Member of AALU

  • Member of MDRT