
Philip Floyd, CFP®, CFS
Account Manager
Account Manager
Philip received his Bachelor of Business Administration in marketing and finance from the University of North Texas. He is a licensed general securities representative, general securities principal, life and health insurance agent and variable insurance products agent. Philip initiated his career in the financial services industry with H.D. Vest Financial Services where he trained, serviced and educated the company’s top financial advisors. He is a CFP® certificant and Certified Fund Specialist (CFS).
