800.262.6631 x 6793
Luke joined Capstone in September 2009 and currently serves as Regional Sales Associate for the West Region. Mr. Lloyd facilitates business by providing advisors with up-to-date product and market information, and serves as a resource for Capstone’s Marketing and Client Service Team.
Mr. Lloyd has been in the financial services industry for more than 10 years. Prior to Capstone, he served as a financial advisor for both Wells Fargo and Chase Investments.
Raised in the Houston area, Mr. Lloyd graduated with a B.B.A in Finance from the University of Iowa and holds the Series 7 and 66 securities licenses. He lives in the Houston area with his wife and their German Shepherd, Rebel. He enjoys spending his free time playing softball and mountain biking.