CHARLES "MIKE" LLOYD, CFP®, CLU®, ChFC®

Associate Vice President - Investments

Address: 1025 Greenwood Boulevard, SUITE 179, Lake Mary, FL 32746-5410
Phone: 800-873-7249 | 800-873-7249    Fax: 407-333-3931

My Background

My Associate(s): Nancy Stern, Senior Registered Client Associate

My Experience

  • 2009 - Present: Wells Fargo Advisors
  • 1994 - 2009: Merrill Lynch

My Education & Credentials

  • Bachelor of Science in Finance - U.C.F.

My Community Involvement

  • Foundation for Seminole State College
  • Cystic Fybrosis Foundation of Central Florida
Securities Registered in the following states: AL, AZ, CA, CO, FL, GA, KS, KY, MD, MO, NC, NJ, NY, OH, SC, TN, TX, VA, WI
Insurance licensed in the following states: AZ, CA (Lic. # 0F26317), FL, GA, MI, NC, NV, NY, OH, SC, TN
CHARLES "MIKE" LLOYD: Financial Advisor: Wells Fargo Advisors, LLC
United States: Florida: Lake Mary Branch