Micheal Brandon Floyd

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

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

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

Current Employers

Employment History

• 10/2008 → 11/2017
  Invest Financial Corp
  Tampa, FL
• 11/2017 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 11/2017 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2008-10-22 → 2017-12-05
  Invest Financial Corporation
  Myrtle Beach, SC
  Surfside Beach, SC
• 2007-01-23 → 2007-03-21
  Edward Jones
  Myrtle Beach, SC
  St Louis, MO

Other Businesses

1.CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 5/WK - 5/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 2.MILESTONE FINANCIAL SERVICES LLC, 1500 HWY 17 N STE 201, SURFSIDE BEACH, SC, 11/2008 AS OWNER/INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 20/WK - 15/TRADING. 3.GLG, 60 EAST 42ND ST 3RD FLOOR, NEW YORK, NY, 9/2018, AS CONSULTANT, NIR, 1HR/MO, 1HR/TRADING. 4.MICHEAL BRANDON FLOYD, 4102 Carolina Commercial Dr, Myrtle Beach SC 29579, United States, , 03/28/2022, Board Member, Board Member/Officer/Director/Committee Member/Board Trustee, NIR, 5 HR/MO - 0 HR/MO TRADING

Exams

• S66 Uniform Combined State Law Examination
  2007-01-08
• S63 Uniform Securities Agent State Law Examination
  2006-08-09

Other Names

• Michael B Floyd
• Micheal Brandon Floyd