Steven Floyd
Steven Floyd is a registered investment advisor at Brookstone Wealth Advisors, LLC, based in El Segundo, CA, with 22 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
BWA provides investment management services through the BCM Platform or BCM wrap-fee program. Fees for these programs are disclosed in BCM's brochure and offering materials. BWA can negotiate its portion of the total fee, but the total advisory fee will not exceed 2.5% annually. The fees are based on a percentage of the value of your portfolio. The fees are negotiable depending on the amount you invest and the complexity of your financial situation.
Location
400 Continental Blvd, 6th fl, El Segundo, CA, 90245
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Steven owns Steven L. Floyd, Inc., offering annuities, insurance, and tax planning/preparation services since 2009. He dedicates about 10-20% of his time to this business, including time during securities trading hours.
Employment History
Current Registrations
Brookstone Wealth Advisors, LLC
Previous Registrations
Burlington Alliance Capital Management, LLC
The Retirement Income Group LLC
Retirement Wealth Advisors, INC.
Focus1advisors
Focus1advisors
Retirement Wealth Advisors, INC.
Benchmark Capital Advisors INC
International Wealth Management Incorporated
Brookstreet Capital Management
United Planners' Financial Services of America a Limited Partner
Apd Financial
State Registrations4 states
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.