# Lloyd Financial Group

Lloyd Financial Group is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://lloydfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/lloydfg

## Regulatory record

- **CRD number:** 335332
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/335332

## About

Lloyd Financial helps clients with confidence and clarity through every step of their financial journey, creating comprehensive strategies to achieve their goals. The firm focuses on retirement income, wealth management, tax-efficiency, investment strategies, asset protection, insurance, and legacy planning. Its professionals act as advocates who walk alongside clients toward retirement.

## People

- Brannon Lloyd — Founder | CEO | Wealth Advisor
- John Walker — Client Services Specialist
- Stacy Tello — Executive Assistant to the CEO
- Andrea Robayo — Co-Founder & COO

## Questions

### Who runs Lloyds Financial Group?

No named principals or executives have been publicly disclosed for Lloyd Financial Group LLC. The firm does not maintain a public website or list leadership on any known professional platform. Its ownership structure and decision-making framework are not verifiable through public records.

### Does Lloyds Financial Group deploy capital in direct deals or funds?

No public record of any investment—whether direct, co-investment, or fund commitment—exists for Lloyd Financial Group. The firm has not appeared in regulatory filings, deal announcements, or partnership disclosures. Its deployment activity is unknown.

### What is Lloyd Financial Group's investment strategy?

No investment strategy, sector focus, or geographic preference has been published by Lloyd Financial Group. The firm has not disclosed any asset-class allocations, stage preferences, or risk parameters. Its investment approach cannot be characterized.

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Last updated: 2026-08-11T15:07:19.634Z

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