A complete list of active advisors currently associated with Floyd Green Financial Services, Inc.
Warmer can help you find a great advisor at Floyd Green Financial Services, Inc. or one who fits your needs even better.
Floyd Green Financial Services, Inc. is an investment adviser that provides portfolio management primarily for individual clients and also reports providing portfolio management services to an institutional client. The firm operates as a solo adviser affiliated with an accounting practice and manages a modest amount of client assets. The firm's Form ADV includes advertised performance results and contains a section on performance‑based fees and side‑by‑side management, indicating it presents historical performance information as part of its client materials. Its brochure also outlines the firm’s methods of analysis, investment strategies, and the risks of loss that accompany its portfolio management services. Distinctive features of Floyd Green include its combination of accounting services with advisory activities, the firm’s decision to disclose performance results in its materials, and its engagement with an institutional client despite being a single‑advisor firm with limited assets under management. These elements are uncommon among independent solo advisers and may be relevant to prospective clients evaluating its experience and disclosures.
To learn more about the advisors currently working at Floyd Green Financial Services, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Atlanta, GA
| 23
|
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