William Stewart Floyd
Professional Summary
William Stewart Floyd, who also goes by Bill Floyd IV, was a registered financial advisor. William was a previously registered financial professional and started their career in finance 1990 - 2013. William had worked at 6 firms and has passed the Series 65, Series 63, Series 7, Series 6, Series 24 and Series 26 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Bill Floyd Iv
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Videos & Posts
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Contact Information
No current employment
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Disclosures on record.
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Years of Experience
35 years in the financial services industry
Current & Past Employments
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Current Firm
CONCOURSE SECURITIES LLC | METHOD ENTERPRISE ADVISORS LLC | METHOD ENTERPRISE ADVISORS
Contact Information
Established
Georgia since 04/30/2012Firm Type
Limited Liability CompanyFiscal Year End
DecemberDocuments
Direct owners and executive officers
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Dec 1990About the Series 6 examSeries 26 — Investment Company Products/Variable Contracts Principal Examination
Passed May 1994About the Series 26 examSimilar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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