Lloyd Church
Senior Financial Advisor, Portfolio Manager
Lloyd Church has been a Financial Advisor with Purshe Kaplan Sterling Investments, serving clients since 1997. In 2013, Lloyd established Capital Saratoga Wealth Management in Malta N.Y., a dba of PKS Advisory Services LLC (PKSA).
Lloyd`s licensure includes: a Series 24, General Securities Principal; a Series 7 General Securities Representative; a Series 63, Uniform Securities Agent; a Series 65, Uniform Investment Advisor; and a NYS Life, Accident and Health License.
Working through PKS’ open-architecture model and PKSA, Lloyd utilizes his years of experience and licensure to align clients with the investment products and portfolio strategies that meet with their personal objectives and needs.