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Business Profile

Investment Management

Lloyd Tevis Investments, LLC
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BBB Accredited BusinessA+Rated by BBB
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About

Overview

Lloyd Tevis Investments, LLC

3658 Mt Diablo Blvd Ste 201

Lafayette, CA 94549-3751

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BBB Accreditation & Rating

Lloyd Tevis Investments, LLC is BBB Accredited.

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This business has committed to upholding the BBB Standards for Trust.

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About This Business

Lloyd Tevis Investments, LLC offers financial management services. 

BBB Accredited Since: 6/29/2023

Years in Business: 3

Products and Services

Financial Planning, Investment Management, Online Consultation, Portfolio Management

Business Details

Local BBB:
BBB serving the San Francisco Bay Area and Northern Coastal California
BBB File Opened:
6/8/2023
Business Started:
10/24/2022
Business Incorporated:
4/13/2015
Type of Entity:
Limited Liability Company (LLC)
Business Management:
Mr. Nicholas Torre, Founder/CEO
Number of Employees:
4

Additional Contact Information

Customer Contacts
Mr. Nicholas Torre, Founder/CEO
Additional Email Addresses
Primary: Email this Business
Social Media

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

Additional Information

Payment methods
  • American Express
  • Debit Card
  • Discover
  • MasterCard
  • Visa
Other Resources
California Department of Financial Protection and Innovation
2101 Arena Boulevard
Sacramento CA 95834
Phone Number: (866) 275-2677
https://dfpi.ca.gov/
[email protected]
Commodity Futures Trading Com.
Lafayette Center,1155-21st St. N.W.
Washington DC 20581
Phone Number: (202) 418-5080
http://www.cftc.gov
Nationwide Mortgage Licensing System/NMLS
1129 20th Street, N.W., 9th Floor
Washington DC 20036
Phone Number: 1-855-665-7123
http://mortgage.nationwidelicensingsystem.org/Pages/default.aspx
Business Categories
Investment Management, Financial Services, Investment Advisory Services

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