Todd Lloyd, CFP®, MBA

VP - Sr. Financial Consultant

+1 216-360-4212

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Master in Business Administration
  • Series 7 Securities License
  • Life & Variable Annuity Insurance License

Experience

13 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2022-present
  • Senior Financial Consultant, TD Ameritrade, 2015
  • Financial Planner, Wells Fargo Advisors, 2012-2015
  • Financial Planner, Prudential, 2009-2012

Education

  • MBA, Case Western Reserve University
  • BSFS, Georgetown University

Standard mailing address:

Charles Schwab & Co, Inc
Orlando Operation Center
P.O. Box 628291
Orlando, FL 32862-8291

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