Lloyd J. Gold LUTCF
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 26 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, Lloyd has positioned himself as a dedicated and trusted financial professional among individuals and their families as well as business owners and their employees. 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.
