Our Qualifications

Cliff Lloyd has been in the financial industry for over 15 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

  • Securities Registration - Series 7, 6, 63, 65 Securties Registration

  • Licensed to sell Life and Health Insurance in Arizona, Georgia, Florida, Virginia, Texas, Mississippi and Louisiana. (AR Insurance Lic. #9434539, domiciled in LA)

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

  • Registered to offer securities products in Mississippi, Arkansas, Alabama, Georgia, Florida, Louisiana, Utah, Ohio, North Carolina, and Texas.

  • Investment Adviser Representative of MML Investors Services, LLC 

  • Licensed to sell Variable investments in Alabama, Mississippi, Georgia, Florida, Louisiana, Utah, Ohio, North Carolina, 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

  • Million Dollar Roundtable Qualifying Top of the Table Member 2021 and 2022

  • Leaders Conference Qualifier 2016-2017, 2019-2022



  • 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

  • Member of Thirteen Club

  • Member of NAIFA of New Orleans

  • Member of Health Agents For America

  • Member of Finseca

  • Member of Million Dollar Round Table


*Auto and home insurance is offered by unaffiliated insurers.