D.A. Davidson & Co.
44yrs
Top advisor by experience in Puyallup
15yrs
David Lloyd
Financial advisor at Missionsquare Retirement
David Lloyd has worked in the financial industry for 15 years and is a fiduciary financial advisor based in Puyallup, Washington. David has been with Missionsquare Retirement since 2026; before that, David spent a year at Merrill and a year at SRQ Wealth Advisory. Missionsquare Retirement offers investment management and is paid through a percentage of assets.
One of 71 advisors with offices in Puyallup, and one of 65 fiduciaries.
At a glance
Experience15 years (since 2011)
How that compares ?More experience than 56% of advisors in Puyallup
OfficePuyallup, WA
How the firm is paid ?Percent of assets
Typical client at the firm ?$141,650
Advisors at the firm131
States licensed ?1 state
Services through Missionsquare Retirement
Investment management for individuals and small businessesInvestment management for businesses and institutions
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
- Jul 2026 – nowMissionsquare RetirementCurrent firm
- Apr 2018 – Apr 2019MerrillPreviously
- Nov 2016 – Feb 2018SRQ Wealth Advisory, LLCPreviously
- Aug 2015 – Mar 2017LPL Financial LLCPreviously
Contact David
(202) 962-4600Firm headquarters in Washington, DC. Ask for David. Puyallup, WAOffice · Get directions LinkedIn pageMissionsquare RetirementIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask David
Tailored to David’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- 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 David
How do I contact David?
Call Missionsquare Retirement at (202) 962-4600 and ask for David Lloyd. David works from the Puyallup, WA office.
How long has David been a financial advisor?
David has been in the industry since 2011, about 15 years. More experience than 56% of advisors in Puyallup.
What licenses does David hold?
Series 63, Series 65, Series 66. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
Missionsquare Retirement reports being paid by a percentage of the assets they manage. Ask David 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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