Lenoir, NC Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$24,472,259,188
ClientsTotal clients
102,071
AdvisorsAdvisors at this office
3
Of 3,120 advisors across 854 offices
Location
222 Harper Avenue NW, Box 309
Lenoir NC 28645
Advisors at this office
3
Advisors at this office
Robert F
ChFC®, Series 63, Series 65
Lenoir, NC
LPL Enterprise
Robert Floyd Jr. is a financial advisor with LPL Enterprise, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 44 years of industry experience, including long tenure at Prudential Insurance Company of America and Pruco Securities, LLC. Beyond his advisory role, he serves as mayor of the Village of Cedar Rock and is involved as a board member of the Coffey Foundation, a nonprofit organization. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, providing financial planning, advisory services, and access to model portfolios and third-party asset management programs. The firm combines advisory programs with brokerage and insurance product offerings through an integrated platform.
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 designations and bringing 16 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of finance, he has been employed by Outback Steakhouse since 2009. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.
Robert F
Series 63, Series 66
Lenoir, NC
LPL Enterprise
Robert Floyd III is a financial advisor at LPL Enterprise with 15 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Prudential Insurance Company of America and Pruco Securities, LLC. Floyd has also operated The Floyd Group since 2005. LPL Enterprise serves a wide range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory and brokerage services, and access to model portfolios and third-party asset management through an integrated platform combining adviser programs with insurance and lending products.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")