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Ryan Michael Floyd

West Paces Advisors, Inc.

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About Ryan Michael Floyd

Ryan Floyd is a financial advisor with West Paces Advisors, Inc. Ryan has been in the industry since 2010, previously working at Lincoln Financial Advisors Corporation in Atlanta. Ryan is a Certified Financial Planner and a Chartered Financial Analyst. Ryan specializes in working with high net worth individuals and families, trusts, and foundations.

Firm Information

Ryan Floyd is currently registered with West Paces Advisors, Inc.. West Paces Advisors, Inc. is an investment advisor headquartered in Atlanta, GA. The firm provides trusted advisor services, pension consulting, selection of other advisors, and portfolio management for individuals and businesses. West Paces Advisors, Inc. manages over $927 million in assets for high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.
West Paces Advisors, Inc.

3284 NORTHSIDE PARKWAY, N.W.

ATLANTA, GA 30327

$927.91M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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trusted advisor services

Trusted advisor services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Ryan Floyd’s Registration & Firm History

GA

05/15/2020 - Present

West Paces Advisors, Inc. (ATLANTA GA)

GA

01/01/2010 - 08/23/2013

LINCOLN FINANCIAL ADVISORS CORPORATION (ATLANTA GA)

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Licenses & Designations

BOTH

Issued 06/28/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/28/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ryan Michael Floyd.
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