CONNECT

Address:

400 Post Avenue, Suite 104
Westbury, NY 11590

Phone:

(516) 408-3056 | Cell: (516) 761-4561

Fax/Other:

516-385-2152

Joseph Lloyd
Founder & President

Joe Lloyd founded Joseph Lloyd Inc. in 2008, after working for other  financial institutions in a variety of capacities.   In 1998, he began his journey in financial services with Wood Logan Associates in Greenwich, CT as a marketing specialist.  Soon after, he was asked to take a position as Regional Vice-President in charge of Variable Annuity Sales to Financial Advisors in Texas and Oklahoma.   In 2002, he made the decision to return home to the NY Metro Area and become a financial advisor with Wachovia Securities.  After gaining valuable experience working for what was at the time, a very large banking and brokerage institution, Joe decided to strike out on his own and start his own business so he could offer the personal attention and independent advice that he felt would best serve his clients.  Joe is a graduate of Long Island University, C.W. Post Campus, class of 1993, and is proud to serve as a member of its Alumni Board of Directors. 

 

Office: (516) 408-3056
Mobile: (516) 761-4561
Email: JLloyd@NationalSecurities.com

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck