Lloyd
Du Preez

Mariner Advisor Network

CRD#6392339
Investment Advisor
in Rogers, AR

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About this Advisor

Lloyd Du Preez is a financial advisor based in Rogers, Arkansas, working with Mariner Advisor Network. Lloyd has previously held positions at Lpl Financial LLC, Mariner Independent Advisor Network, LLC, and Integrity Capital Wealth Management LLC. Lloyd has passed the Series 66 regulatory exam and is registered to provide services in Arkansas and Texas. Currently, Lloyd is part of Mariner Advisor Network, which operates out of Rogers, Arkansas. The firm has 118 offices and 177 employees. Mariner Advisor Network manages assets totaling $8.5 billion and serves both charitable organizations and high-net-worth clients. The firm offers services including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Mariner Advisor Network includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

593 Horsebarn Road Suite 203
Rogers, AR 72758

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Mariner Advisor Network Brokerage Details

Total Assets Under Management

$8,486,309,662

AR Average: $2,243,162,756
Total Number of Employees

177

AR Average: 44
Total Number of Accounts

27,221

AR Average: 4,091
Average Account Size

$311,756

AR Average: $548,316

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Lloyd Du Preez Work History

2017 - Present (8 years)

Mariner Independent Advisor Network, LLC

2017 - Present (8 years)

Integrity Capital Wealth Management LLC

2015 - Present (10 years)

Lpl Financial LLC

Disclosures

Please visit the SEC profile of Lloyd Du Preez to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

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Elise Levy
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Bethany Wagemann
Walnut Creek, CA
Ronald Matsui
Menlo Park, CA
Larry Fletcher
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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