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Taylor Lloyd

Taylor Lloyd

Financial Consultant

Followers of Taylor Lloyd645 followers
location of Taylor LloydJacksonville, Florida, United States

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  • Timeline

  • About me

    Aegis Consulting

  • Education

    • Seabreeze High School

      -

    • Florida State University

      -
      Bachelor of Science Risk Management/Insurance

    • Florida State University

      -
      Bachelor of Science Finance, General

  • Experience

    • SunTrust Investment Services, Inc.

      Jan 2014 - Jan 2016
      Financial Consultant

    • Aegis Consulting Group, LLC

      Jan 2016 - now
      Private Wealth Advisor

      Aegis (ējis): having the protection, backing, or support of a particular person or organization. For over 40 years we have been providing valuable advice to successful families. With shared values and resources, we have consolidated our teams into one planning firm to attract, retain and empower the very best.Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Aegis Consulting7077 Bonneval Rd, Suite 450, Jacksonville, FL 32216 904-650-2121. This communication is strictly intended for individuals residing in the states of FL, GA, TN, IN, MI, NJ, NY. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html Show less

  • Licenses & Certifications

    • Uniform Combined State Law Exam (Series 66)

      Financial Industry Regulatory Authority (FINRA)

    • General Securities Representative (Series 7)

      Financial Industry Regulatory Authority (FINRA)

    • Health and Life Insurance (Including Annuities and Variable Contracts) (2-15)

      Florida Department of Financial Services

  • Volunteer Experience

    • Guest Speaker

      Issued by Florida State University - College of Business on Jan 2024
      Florida State University - College of BusinessAssociated with Taylor Lloyd

    • Financial Peace University Coach

      Issued by Ramsey Solutions on Jan 2023
      Ramsey SolutionsAssociated with Taylor Lloyd

    • Gala Fundraising and Mission Work

      Issued by Compassion International on Jan 2022
      Compassion InternationalAssociated with Taylor Lloyd

    • Kid's Ministry

      Issued by The Church of Eleven22 on Jan 2018
      The Church of Eleven22Associated with Taylor Lloyd

    • Treasurer

      Issued by Rotary International on Jan 2017
      Rotary InternationalAssociated with Taylor Lloyd

    • Community Volunteer

      Issued by JSC Noles in Action on Jan 2017
      JSC Noles in ActionAssociated with Taylor Lloyd

    • Youth Baseball Coach

      Issued by Mike Martin Baseball Camp on Jan 2014
      Mike Martin Baseball CampAssociated with Taylor Lloyd

    • Kid's Ministry

      Issued by City Church Tallahassee on Jan 2012
      City Church TallahasseeAssociated with Taylor Lloyd

    • Kid's Ministry

      Issued by Tomoka Christian Church on Jan 2009
      Tomoka Christian ChurchAssociated with Taylor Lloyd

    • Head Recreational Basketball Coach

      Issued by City of Ormond Beach on Jan 2010
      City of Ormond BeachAssociated with Taylor Lloyd