Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Floyd is a financial advisor in St George, UT. Timothy has worked in the financial services industry for over 19 years. Timothy is currently registered with Portside Wealth Group, LLC and has previously worked with LPL Financial LLC, XCU Capital Corporation, Inc., UBS Financial Services Inc., Wells Fargo Investments, LLC, American General Financial Advisors, Inc., and The Variable Annuity Marketing Company. Timothy holds Series 6, 7, 63, and 65 licenses, as well as the SIE exam. Timothy is also a member of the board of Friends of Learning Center, a non-profit organization in St. George, UT.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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UT
04/24/2023 - Present
Portside Wealth Group, LLC (St George UT)
UT
09/18/2007 - 06/10/2016
LPL FINANCIAL LLC (ST GEORGE UT)
UT
07/08/2005 - 09/12/2007
XCU CAPITAL CORPORATION, INC. (ST GEORGE UT)
NJ
01/13/2004 - 07/08/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
CA
09/27/2001 - 01/12/2004
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
TX
02/15/1999 - 09/18/2001
AMERICAN GENERAL FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
11/28/1997 - 09/18/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
IA
Issued 12/12/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/29/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/10/2016
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2002
Series 7 - General Securities Representative Examination
BC
Issued 11/26/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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