Allegis Financial Partners
Lloyd Lyman is a financial professional with extensive experience in financial planning and management. Currently serving as a Financial Representative at Allegis Financial Partners since August 2020, Lloyd provides comprehensive financial planning strategies tailored for families, individuals, and businesses, with specializations in income protection, wealth management, and retirement preparedness. Previously, Lloyd worked as a Financial Advisor at Northwestern Mutual from April 2017 to August 2020, and as Foundation Director at Saint Alphonsus from December 2014 to April 2017. Lloyd's career began with the Boy Scouts of America, where engagement in Field and Finance Development Management lasted from June 1995 to August 2014. Lloyd holds a Bachelor of Science degree in Sociology from Portland State University.
Allegis Financial Partners
As a full-service insurance and investment company, Allegis Financial Partners focuses on the individual needs of each client - not a particular product. This has proven to be a winning formula for our company, founded in 1999 by Jeff Erekson, and consistently recognized as one of the Intermountain West's strongest and most stable agencies. During the last 10 years, our sales increased nearly five-fold as we expanded to six locations with more than 100 associates in Idaho, Utah, Washington and Oregon. Many of our representatives hold various professional designations and licenses, where ongoing financial services education is required for our team members. The Allegis Financial Partners management team has a combined total of more than 75 years of experience in the financial services industry. Allegis Financial Partners has representatives who are licensed and authorized to conduct life insurance business in AL, AZ, CA (Lic #0C56220),CO, CT, GA, IA, ID, MO, MT, NC, NM, NV, OH, OR,PA, SC, TN, TX, UT, VA, WA and WY. Allegis Financial Partners also has representatives who are registered and authorized to conduct securities related business in AL, AZ, CA (Lic #0C56220),CO, CT, GA, IA, ID, MO, MT, NC, NM, NV, OH, OR,PA, SC, TN, TX, UT, VA, WA and WY. Securities offered through OneAmerica Securities, Inc., a Registered Investment Advisor, Member FINRA, SIPC, Allegis Financial Partners is not an affiliate of OneAmerica Securities or the companies of OneAmerica and is not a broker dealer or a Registered Investment Advisor. This communication is not a recommendation or endorsement of any product, service, security or issuer. Third party posts do not reflect the views of Allegis Financial Partners and have not been reviewed for completeness and accuracy. For additional information, please refer to one of the following consumer websites: www.FINRA.org, www.SIPC.org.