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Lloyds Intrepid Wealth Management

Our firm is headquartered in The Woodlands near the Waterway, and we work with oil and gas executives across the Greater Houston region. We specialize in maximizing benefits from the oil and gas industry and are very familiar with the wide range of benefits available, including but not limited to their qualified pension plans, qualified savings plans, non-qualified benefits payments, and restricted stock plans. As a fee only advisors, we provide complimentary retirement planning along with full service investment management all done in house by our team in The Woodlands.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Christopher Lloyd, AAMS, CFP®
NAPFA-Registered Financial Advisor
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

1330 Lake Robbins Dr Suite 560 The Woodlands, TX 77380 Phone: (281) 547-7542

Primary Office

1330 Lake Robbins Dr Suite 560 The Woodlands, TX 77380 Phone: (281) 547-7542
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