Our Qualifications

Cliff Lloyd has been in the financial industry for over 19 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. Using both fee based and no fee based solutions allows for a true fiduciary experience for the client.  The use of alternatives and wide range of higher net worth investment options, provides an unique experience that creates better outcomes for our clients.

 

 

 

 

 

 

QUALIFICATIONS

  • Retirement Income Certified Professional Designation - RICP

  • Chartered Financial Consultant Designation - ChFC

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

  • Licensed to sell Life and Health Insurance in Arizona, Georgia, Florida, Virginia, Texas, Mississippi, Alabama, Tennessee, 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 Arizona, 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 Arizona, Alabama, Mississippi, Georgia, Florida, Louisiana, Utah, Ohio, North Carolina, Tennessee, 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 - 2025

  • Leaders Conference Qualifier 2016-2017, 2019-2025

 

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

  • 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.