Joshua
Floyd
Keel Point, LLC
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About this Advisor
Joshua Floyd is a financial advisor based in Brentwood, Tennessee, working with Keel Point, LLC. Joshua has previously held positions at Keel Point, Healthmarkets Insurance Agency, Trinity Presbyterian Church D/B/A Grace Community Church, Trinity Presbyterian Church, and St. Paul's Presbyterian Church. Joshua has passed the Series 66 regulatory exam and is registered to provide services in Tennessee. Currently, Joshua is part of Keel Point, LLC, which operates out of Brentwood, Tennessee. The firm has 8 offices and 83 employees. The firm manages assets totaling $2.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, and other services. The fee structure at Keel Point, LLC includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Keel Point, LLC Brokerage Details
$2,940,456,131
83
5,548
$530,003
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Joshua Floyd Work History
Keel Point
Healthmarkets Insurance Agency
Trinity Presbyterian Church D/B/A Grace Community Church
Trinity Presbyterian Church
St. Paul'S Presbyterian Church
Disclosures
Please visit the SEC profile of Joshua Floyd to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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