Wiza logo
Wiza logo
Get a demo
Get started for free

Kerrie Doughty-Lloyd - Email & Phone Number

Vice President, Institutional Consultant at Index Fund Advisors, Inc.

Kerrie Doughty-Lloyd is based out of Orange County, California, United States and works at Index Fund Advisors, Inc. as Vice President, Institutional Consultant.

Kerrie Doughty-Lloyd's Contact Information

Kerrie Doughty-Lloyd's Work email
k*****@ifa***.com
Valid
Latest update
June 9, 2026
Location
Orange County, California, United States

Kerrie's current employer

Index Fund Advisors, Inc. logo

Index Fund Advisors, Inc.

Description
Index Fund Advisors is a fee-only independent fiduciary financial advisor that specializes in risk-appropriate portfolios of index funds.
Website
ifa.com
HQ Location
Irvine, CA, United States
Number of employees
11-50
Industry
Investment Management
Latest update
April 30, 2024

Frequent questions about Kerrie Doughty-Lloyd

What company is Kerrie Doughty-Lloyd working for?
Kerrie Doughty-Lloyd works for Index Fund Advisors, Inc..
What is Kerrie Doughty-Lloyd's function at Index Fund Advisors, Inc.?
Kerrie Doughty-Lloyd is Vice President, Institutional Consultant at Index Fund Advisors, Inc..
Where is Kerrie Doughty-Lloyd based?
Kerrie Doughty-Lloyd is based out of Orange County, California, United States.
What is Kerrie Doughty-Lloyd's work email address?
Kerrie Doughty-Lloyd's professional email address is k*****@ifa***.com
Who are Kerrie Doughty-Lloyd's co-workers?
Kerrie Doughty-Lloyd's colleagues are Mark Hebner, Wes Long, Catherine Phelps, Tyler Vasquez, Becky Vasquez, Venkat Yarlagadda, Derick Kann, Mark Higgins, Anne Page, Terri Tucker, Jesse Fulton, Jason Choi, Brad Carey, Michelle Ojeda, Cindy Mason, Trevor Kensey, Ellen Bird, Jeff Cohen, Daniel Chong, Peter Broekelschen, Jolene Edenshaw.
Find anyone's contact info.
Get 20 free email reveals

Kerrie's co-workers

Mark Hebner avatar
Mark Hebner
Founder and CEO
Wes Long avatar
Wes Long
President
Catherine Phelps avatar
Catherine Phelps
Office Services Coordinator
Tyler Vasquez avatar
Tyler Vasquez
Vice President, Wealth Advisor
Becky Vasquez avatar
Becky Vasquez
Senior Vice President, Wealth Advisor, CFP®
Venkat Yarlagadda avatar
Venkat Yarlagadda
Vice President
Derick Kann avatar
Derick Kann
SENIOR VICE PRESIDENT, WEALTH ADVISOR
Mark Higgins avatar
Mark Higgins
Senior Vice President, Institutional Advisor
Anne Page avatar
Anne Page
Director of Client Services
Terri Tucker avatar
Terri Tucker
HR / Accounting Manager
Jesse Fulton avatar
Jesse Fulton
Marketing Manager
Jason Choi avatar
Jason Choi
Portfolio Associate
Brad Carey avatar
Brad Carey
Mobile Application Developer
Michelle Ojeda avatar
Michelle Ojeda
Co-Chief Compliance Officer
Cindy Mason avatar
Cindy Mason
Chief Financial Officer
Trevor Kensey avatar
Trevor Kensey
Co-Chief Compliance Officer
Ellen Bird avatar
Ellen Bird
Operations Manager
Jeff Cohen avatar
Jeff Cohen
Retirement Services Manager
Daniel Chong avatar
Daniel Chong
Wealth Advisor
Peter Broekelschen avatar
Peter Broekelschen
Senior Portfolio Manager
Jolene Edenshaw avatar
Jolene Edenshaw
Board Member
Wiza does not guarantee or claim any of the information found on this public directory to be 100% accurate or up to date.Information found here is gathered from a variety of online and offline sources.If you wish to exclude your personal data from this public directory please fill out the optout form.