Floyd Financial Group LLC

Floyd Financial Group LLC (CRD# 226773) is a financial advisory firm headquartered in Springfield, MO. They manage $118,290,651 in 1,000 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details

1304 W Battlefield Rd, Springfield, MO 65807

https://www.facebook.com/floydfinancialgroup/

By the Numbers

Total Assets Under Management

118

MILLION
Total Number of Accounts

1,000

ACCOUNTS
Average Account Value

$118,291

Compensation Options

A percentage of assets under your management

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

MO, TX

Financial Advisors at Floyd Financial Group LLC

Showing 1 - 2 of 2 top financial advisors.

Randy L. Floyd

CRD#: 4951554

1304 W Battlefield Rd, Springfield, MO 65807

Randy Floyd (CRD# 4951554) is an Investment Advisor Representative working at Floyd Financial Group LLC in Springfield, MO and has over 18 years of experience in the finance industry.

Jacob R. Floyd

CRD#: 7255807

1304 W Battlefield Rd, Springfield, MO 65807

Jacob Floyd (CRD# 7255807) is an Investment Advisor Representative working at Floyd Financial Group LLC in Springfield, MO and has over 4 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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