Chase Floyd (CRD# 5526288) is an Investment Advisor Representative working at The Financial Chase LLC in Phoenix, AZ and has over 12 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Floyd Financial Services LLC | Houston, TX | Jan 2015 - Current | 9 |
| Unemployed | Houston, TX | Sep 2014 - Dec 2014 | < 1 |
| Ameriprise Financial Services, Inc. | Houston, TX | Oct 2013 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2011 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2015 |
- AZ
- TX
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, TX
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