Morgan Stanley
41yrs
Top advisor by experience in Thousand Oaks
16yrs
LLoyd Alan
Financial advisor at Oneamerica Securities
LLoyd Alan is a fiduciary financial advisor in Thousand Oaks, California, with 16 years in the industry. After eight years at Equitable Advisors and less than a year at National Planning, LLoyd joined Oneamerica Securities in 2022, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 140 advisors with offices in Thousand Oaks, and one of 122 fiduciaries.
At a glance
Experience16 years (since 2010)
How that compares ?More experience than 52% of advisors at Oneamerica Securities
OfficeThousand Oaks, CA
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$133,065
Advisors at the firm335
States licensed ?1 state
Services through Oneamerica Securities
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2022 – nowOneamerica Securities, Inc.Current firm
- 2014 – 2022Equitable Advisors, LLCPreviously
- Jan 2014 – Jul 2014National Planning CorporationPreviously
Contact LLoyd
(877) 285-3863Firm headquarters in Indianapolis, IN. Ask for LLoyd. Thousand Oaks, CAOffice · Get directions Firm websiteHTTP://WWW.ONEAMERICASECURITIES.COMIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask LLoyd
Tailored to LLoyd’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About LLoyd
How do I contact LLoyd?
Call Oneamerica Securities at (877) 285-3863 and ask for LLoyd Alan. LLoyd works from the Thousand Oaks, CA office.
How long has LLoyd been a financial advisor?
LLoyd has been in the industry since 2010, about 16 years. More experience than 52% of advisors at Oneamerica Securities.
What licenses does LLoyd hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is LLoyd a fiduciary?
LLoyd is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is LLoyd paid?
Oneamerica Securities reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask LLoyd for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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