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David A. Lloyd Obtains Chartered Retirement Plan Specialist (CRPS) Designation

| June 13, 2017
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SRQ Wealth is pleased to announce that Wealth Advisor David A. Lloyd has successfully completed the Chartered Retirement Plan Specialist (CRPS) Designation, which is administered by the College for Financial Planning. This 10-week program culminates with a comprehensive exam to measure the degree to which each candidate possesses the knowledge needed to design, install, and administer retirement plans for the business community.

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