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Robert F

ChFC®, Series 63, Series 65

Lenoir, NC

LPL Enterprise

Robert Floyd Jr. is a financial advisor with LPL Enterprise who holds the ChFC® designation and has 44 years of industry experience. He previously worked at Prudential Insurance Company of America for over five decades. Floyd serves as the Mayor of the Village of Cedar Rock and is involved in several local business and nonprofit activities. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm uses model-driven portfolio implementation and offers access to third-party asset managers, with a range of services including financial planning and consulting.

Tax-loss harvesting
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Justin L

Series 63, Series 65

Lenoir, NC

LPL Enterprise

Justin Long is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and having 16 years of industry experience. He has worked with Prudential Insurance Company of America since 2010 and was associated with Pruco Securities, LLC. for 14 years. Outside of finance, he has been employed with Outback Steakhouse since 2009. LPL Enterprise serves a diverse client base including individual and high-net-worth investors, retirement plans, and charitable entities, offering financial planning, consulting, and access to third-party asset managers through a model-driven investment approach.

Tax-loss harvesting
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Robert F

Series 63, Series 66

Lenoir, NC

LPL Enterprise

Robert Floyd III is a financial advisor with LPL Enterprise holding Series 63 and Series 66 designations and 15 years of industry experience. His work history includes roles at The Prudential Insurance Company of America and Pruco Securities, LLC. He has also operated The Floyd Group since 2005. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers financial planning, access to third-party asset managers, and participation in its Model Wealth Portfolios wrap program.

Tax-loss harvesting
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