Debra Floyd (CRD# 4379645) is an Investment Advisor Representative working at Holistic Planning, LLC in Nacogdoches, TX and has 1 year of experience in the finance industry.
CRD# 6112979
11 Financial
CRD# 5973780
Holistic Planning, LLC
CRD# 2265413
Holistic Planning, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Holistic Planning | Nacogdoches, TX | Jul 2023 - Current | < 1 |
| Holistic Planning | Nacogdoches, TX | Jul 2023 - Current | < 1 |
| Holistic Planning | Nacogdoches, TX | Mar 2023 - Jul 2023 | < 1 |
| Edward Jones | Nacogdoches, TX | Feb 2001 - Mar 2023 | 22 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2023 |
- TX
-
Total Assets Under Management399MILLIONS
-
Total Number of Accounts412ACCOUNTS
-
Average Account Value$967,395
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AR, CA, CO, TN, TX
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