Retirement Plan Consultant

Lloyd Engleman

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Lloyd Engleman has worked in the Financial Services sector for  12 years.  Lloyd is currently a Professional Plan Consultant at the Retirement Benefits Group, a retirement solutions firm serving clients ranging from individuals to non-profit and for profit companies nationwide.  As a Professional Plan Consultant, Lloyd serves clients throughout the western United States and was awarded, along with his colleagues at Retirement Benefits Group, as a Top Qualified Plan Advisor by Plan Sponsor Magazine. Based on nominations from industry peers and quantitative factors, including number of plans and dollar value of plan assets under advisement.

Prior to joining Retirement Benefits Group in 2008, Lloyd worked as a Registered Representative/401K plan consultant for Total Retirement Solutions.  Additionally, he worked at Investor Solutions, Inc., also serving the western region.  Prior to entering the Financial Services field in 2000, Lloyd worked in hardware technology resales, as the owner of Surcom Technology.  Lloyd holds his Series 6 and Series 63 registrations with LPL Financial.

Education

Attend Iowa Central Junior college and Indiana State University.

CA Insurance Lic. #0D04948

Interest

Lloyd is a board member of Moreno Valley Optimist Foundation and volunteers on their fund raisers. Lloyd is an avid golfer and competes in many Southern California amateur events. Lloyd and his family attend Moreno Valley Baptist Church.

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Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Retirement Benefits Group™, a Registered Investment Advisor and separate entity from LPL Financial. Financial Advisors are also registered representatives with, and securities are offered through LPL Financial, Member FINRA/SIPC. Retirement Benefits Group is a registered trademark of Retirement Benefits Group, LLC. All rights reserved.

The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: AK, AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI