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  2. Lloyd J. Gold, LUTCF

Lloyd J. Gold, LUTCF

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Lloyd J. Gold, LUTCF
Senior Financial Advisor
Phone: 
516-705-9766
E-mail: 
lgold@alliedwealthpartners.com

Professional Affiliations:
National Association of Insurance and Financial Advisors (NAIFA)
National Association of Health Underwriters (NAHU)
Qualifier of the Million Dollar Round Table (MDRT)
Life Underwriter Training Council Fellow

Registrations & Licenses:
Series 7, 66, 63 registrations
Life, Health and Accident Licensed
Property & Casualty Licensed

Lloyd Gold joined Allied Wealth Partners in 2014, offering over 19 years of expertise in the financial services industry.

Since the beginning of his career, Lloyd has made it his mission to become a valued lifetime resource for each and every client and their family.

As part of the wealth management experience, Lloyd uses a holistic approach when developing comprehensive financial strategies and clear, identifiable milestones. With a team of experts and unparalleled service, Lloyd has positioned himself as a dedicated and trusted financial advisor among both individuals and business owners. By leveraging his extensive investment and insurance background and collaborating with a clients' personal tax and legal professionals, Lloyd helps clients build customized solutions around their unique needs.

Lloyd Gold is a Qualifier of the Million Dollar Round Table and member of several other industry organizations including the National Association of Insurance and Financial Advisors (NAIFA), the National Association of Health Underwriters (NAHU), and the Life Underwriter Training Council Fellow.

Contact Information:
50 Charles Lindberg Blvd. St. 420
Uniondale, NY 11553
Phone: 516-705-9766
Fax: 516-228-9876
Lloyd@lloydgold.com  

Connect with Lloyd on LinkedIn!

Lloyd J. Gold, LUTCF is a registered representative and investment advisor representative of Securian Financial Services, Inc.

 

Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must be members in good standing of a Professional Association which has met the following criteria: in existence at least 2 years, have 100 or more members, must be a nonprofit organization, must have a code of ethics and an effective means of dealing with breaches of its code. Members must also adhere to the MDRT Code of Ethics. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation.

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14 Walsh Drive Suite 100 Parsippany, New Jersey, 07054, United States
  •  moconnor@alliedwealthpartners.com

Allied Wealth Partners is independently owned and operated, and offers its own suite of products and services entirely independent of Securian. Certain individuals associated with Allied Wealth Partners are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA /SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA's BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives.  Only registered persons who are registered as investment advisor representatives use titles "advisor" or "financial advisor" and provide advisory services. For further questions about which individuals associated with Allied Wealth Partners are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205. 3055307 DOFU 08-2020

Financial Professionals do not provide specific tax/legal advice and this information should not be considered as such.  You should always consult your tax/legal advisor regarding your own specific tax/legal situation. 

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