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.
QUALIFICATIONS
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
PERSONAL
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
ORGANIZATIONS
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