PL
Patricia Lloyd
from Lifeworks Advisors, LLC
Patricia Lloyd is a financial advisor based in Michigan, Grand Rapids,
with 18 years of experience. Patricia currently works for
Lifeworks Advisors, LLC.
Patricia maintains a S66 license (Uniform Combined State Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Patricia Lloyd works at Lifeworks Advisors, LLC
Lifeworks Advisors, LLC is a financial advisory firm based in Grand Rapids, Michigan. It currently has approximately $231,208,308 of assets under management and employs about 24 people. Lifeworks Advisors, LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
19 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
4095 Park East Ct., Ste. C, Grand Rapids, Michigan, 49546
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