LF
LF

Lyle Floyd

23 Years of Experience
Tallahassee, FL
Broker

Lyle Floyd is a registered investment advisor at Raymond James & Associates, INC., based in Tallahassee, FL, with 23 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

2065 Thomasville Road, Suite 201, Tallahassee, FL, 32308

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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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Employment History
Current Registrations
Raymond James & Associates, INC.
February 2018 - Present · 8 yrs 3 mos
Raymond James & Associates, INC.Broker
February 2018 - Present · 8 yrs 3 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
January 2008 - February 2018 · 10 yrs 1 mo
Wells Fargo Clearing Services, LLC
January 2008 - February 2018 · 10 yrs 1 mo
A. G. Edwards & Sons, INC.
October 2002 - January 2008 · 5 yrs 3 mos
A. G. Edwards & Sons, INC.Broker
October 2002 - January 2008 · 5 yrs 3 mos
Northwestern Mutual Investment Services, INC.Broker
July 1997 - August 1997 · 1 mo
Robert W. Baird & CO. IncorporatedBroker
July 1997 - August 1997 · 1 mo
State Registrations15 states
ALCACODCFLGAIDMDMONCNYOHTXVAWI
AdvisorBrokerBoth

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