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Floyd Stroup

33 Years of Experience
Wadsworth, OH
BrokerSells Insurance

Floyd Stroup is a registered investment advisor at Planmember Securities Corporation, based in Wadsworth, OH, with 33 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 68,678 clients with $9B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
433 advisors
Number of Clients
68,678 clients
Average Client Portfolio
$132K average
Assets Under Management
$9.0B

Fee Structure

Minimum Investment:$2K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.70%

PlanMember Elite Program also charges a 0.20% administrative fee. Total fee for PlanMember Elite is 0.90%. The fee is for either the PlanMember Elite Program or the Scarborough Investment Advisory Accounts.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Wadsworth, OH

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Floyd is an insurance agent selling life and fixed annuities since 2005, dedicating about a quarter of his time to this. He is also an associate agent selling property and casualty insurance since 2019, spending about 10-20% of his time on this. Finally, Floyd is the Chairman of the Board for the Sharon Township Zoning Commission, dedicating minimal time.

Employment History
Current Registrations
Planmember Securities Corporation
July 2020 - Present · 5 yrs 10 mos
Planmember Securities CorporationBroker
July 2020 - Present · 5 yrs 10 mos
Previous Registrations
Nationwide Securities, LLCBroker
January 2006 - July 2020 · 14 yrs 6 mos
Aura Financial Services, INC.Broker
February 2001 - November 2005 · 4 yrs 9 mos
Allmerica Investments, INC.Broker
July 2000 - March 2001 · 8 mos
Firstmerit Securities, INC.Broker
December 1996 - November 1999 · 2 yrs 11 mos
Tradestar Investments,inc.Broker
August 1995 - November 1996 · 1 yr 3 mos
Mutual Service CorporationBroker
February 1995 - August 1995 · 6 mos
Financial Investment Analysts, INC.Broker
August 1994 - February 1995 · 6 mos
Conners & CO., INC.Broker
June 1994 - August 1994 · 2 mos
Conners & CO., INC.Broker
November 1992 - August 1994 · 1 yr 9 mos
Investacorp, INC.Broker
April 1992 - September 1992 · 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 1991 - April 1992 · 9 mos
State Registrations1 state
OH
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Floyd Stroup - Financial Advisor | TrueAdvisor