Michele Ann Floyd

Employer firm

Cx Institutional, LLC CRD 292627

$4.46B regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2016 → 01/2018
  Personal Capital Advisors Corporation
  Denver, CO
• 07/2016 → 12/2019
  Personal Capital Advisors Corporation
  Denver, CO
• 01/2020 → 10/2020
  Personal Capital Advisors Corporation
  Dallas, TX
• 06/2023 → 10/2025
  Empower Advisory Group, Llc
  Parker, TX
• 10/2020 → 06/2023
  Empower Financial Services, Inc
  Parker, TX
• 01/2026 → Present
  Cx Institutional
  Plano, TX

Previous Registrations

• 2023-04-03 → 2025-11-07
  Empower Advisory Group, Llc
  Parker, TX
  Greenwood Village, CO
  Greenwood Village, CO
• 2016-09-22 → 2023-04-03
  Personal Capital Advisors Corporation
  Denver, CO
  Denver, CO
  Dallas, TX
• 2015-06-08 → 2016-08-24
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Greenwood Village, CO
• 2004-11-11 → 2009-10-28
  Wells Fargo Investments, Llc
  Austin, TX
  San Francisco, CA
  Austin, TX

Exams

• S66 Uniform Combined State Law Examination
  2015-06-06
• S63 Uniform Securities Agent State Law Examination
  1998-05-09

Designations

• Certified Financial Planner

Other Names

• Michele Ann Broxson
• Michele Ann Jacobs
• Michele Ann Jacobs