Joe Lloyd

Joe Lloyd is the Registered Principal of Cambridge Investment Research, Inc. and one of the founders of Long Green Planning Group. For over a decade he has devoted his professional career to helping businesses, individual investors and their families realize their investment and financial goals. His primary focus is on investment analysis and wealth management strategy development. His clients include retired individuals, 401(k) participants, business executives, and hard-working families. Joe holds a full complement of securities registrations including series 7, 24, 53 and 66 enabling him to offer his clients investment options.

Joe Lloyd, a Fort Collins native, graduated from Colorado State with a degree in Finance. Joe and his wife, Heather live with their sons Tyler and Henry, and their daughter Natalie.

Check the background of this investment professional on FINRA’s BrokerCheck.