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Jim Lloyd

Co-Founder, CEO and Co-Chief Investment Officer at QP Wealth Management

  • LinkedIn

Experienced Co-Founder with a demonstrated history of working in the financial services industry. Skilled in Portfolio Management, Financial Planning, Investments, and Alternative Investm...

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QP WEALTH MANAGEMENT

QP WEALTH MANAGEMENT

  • Employees count Employees 1-10
  • Revenue Revenue 1 Million to 5 Million
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QP Wealth Management Org Chart and Mapping

Employees

Maggie Hudspeth

Business Development Executive

Megan Heerwagen

Administrative Assistant

Megan Rizzitello

Client Services Associate

Jim Lloyd

Co-Founder, CEO and Co-Chief Investment Officer

Lisa Heerwagen

Chief Operating Officer, Chief Compliance Officer, Co-Founder

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