Alec Lloyd
Financial Advisor at Fisher Wealth Management | UNC Alumnus
- Role
- Financial Advisor at Fisher Wealth Management
- Location
- Greensboro, NC, US
- LinkedIn followers
- 500 followers
About Alec Lloyd
As a dedicated Financial Advisor at Fisher Wealth Management in Burlington, NC, I partner with individuals, families, and business owners to help them clarify and pursue their financial goals with confidence and purpose.With a foundation built on trust, thoughtful guidance, and personalized service, I believe that successful wealth management goes far beyond numbers—it’s rooted in understanding the full story of each client’s aspirations, concerns, and life circumstances.Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Member FINRA/SIPC. finra.org sipc.org.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Experience
Financial Advisor
Apr 2025 — Present · Burlington, NC, US
My aim is provide a deep level of personal service to all clients and develop, maintain,and reach financial goals with everyone I work with. Securities Industry Essentials, Series 7, and Series 66 registered with LPL Financial.
Education
The University of North Carolina at Chapel Hill
Bachelor of Arts - BA, Management and Society
2018 — 2021
University of North Carolina at Greensboro
Bachelor of Business Administration - BBA, Business Studies, General
2017 — 2018
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