Chris Lloyd, CFP® Lloyds Intrepid Wealth Management

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About Chris Lloyd, CFP®

Christopher Lloyd, CFP®, is Vice President, Senior Wealth Planner, Portfolio Manager and Co-Founder of Lloyds Intrepid Wealth Management.

Over the last six years, Christopher has held positions as an analyst, trader, wealth planner and business developer, while working at Chilton Capital Management, Merrill Lynch and Lloyds Intrepid Wealth Management. For a complete resumé, visit his profile at LinkedIn.

Christopher holds a B.S. in Economics with a minor in Business from Texas A&M University.

Christopher is a Certified Financial Planner certificant.

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Recently Published

Fed Emergency Meeting of 10/3/2022

October 5, 2022

The Federal Reserve is having an emergency meeting today, October 3rd at 1130am EST. I'm sure Credit Suisse and UK pensions will be on...

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September 2022 Monthly Note

September 1, 2022

We just published our monthly note. A lot happened in August, so it is worth a quick read. https://conta.cc/3CPoUMP Topics in this...

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Remember when I showed you these in June?

August 31, 2022

Bear markets provide rallies that allow you to re-balance or de-risk your portfolio to suit your needs. While I'm not making a prediction...

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Ideal Clients

  • Baby Boomers
  • Business Executives
  • Investment Planning & Management
  • Wealth Management

Ways Advisor Charges

  • Monthly Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly Fee: $412.5+/mo
  • Hourly Fee: $500+/hr
  • Assets Under Management: 0.50%

SEC Records

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