Tobie Ellen Floyd

Employer firm

Planmember Securities Corporation CRD 11869

$10.1B regulatory AUM 125 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 01/1991 → Present
  Virginia Lind & Associates
  Ft. Walton Beach, FL
• 08/2010 → 03/2021
  Planmember Securities Corporation
  Carpinteria, CA
• 03/2021 → 10/2024
  Planmember Securities Corp
  Carpinteria, CA
• 03/2021 → 10/2024
  Virginia Lind & Associaties
  Fort Walton Beach, FL
• 06/1994 → Present
  Tobie Floyd (Self Employed)
  Fort Walton Beach, FL
• 04/1999 → Present
  Tobie Floyd (Self Employed)
  Fort Walton Beach, FL
• 10/2024 → Present
  Planmember Securities Corporation
  Carpinteria, CA
• 10/2024 → Present
  Virginia Lind & Associates
  Fort Walton Beach, FL
• 09/2024 → Present
  Retirement Planning Associates (Rpa)
  Fort Walton Beach, FL

Other Businesses

1) Virginia Lind & Associates-8A Brooks Ave, Fort Walton Beach, FL 32547; Investment related; Securities & insurance sales & svcs, & administrative support; Office Manager/Assistant/Financial Professional; Start date 10/2024; 158 hrs/mnth & during trading. 2) Retirement Planning Associates(RPA)-8A Brooks Avenue, Fort Walton Beach, FL 32547; investment related; Securities & insurance sales & svcs; Representative; Start date 9/2024; 4 hrs/mnth & during trading. 3) Tobie Floyd (self employed)-8 Brooks Ave, Fort Walton Beach, FL 32547; Investment related; Insurance (life, health, annuities) sales & svcs; Owner/agent; Start date 6/94; 40 hrs/mnth & during trading. 4) Tobie Floyd (self employed)-8 Brooks Ave, Fort Walton Beach, FL 32547; Noninvestment related; Avon-sales of beauty/health products; Owner/Avon sales; Start date 4/99; 2 hrs/mnth; 0 hrs/mnth during trading. 5) Holy Trinity Lutheran Church-363 Miracle Strip Pkwy, Fort Walton Beach, FL 32540; Noninvestment related; Religious organization; Vice President/Counsel; Start date 1/2022; 2 hrs/mnth; 0 hrs/mnth during trading.

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-02-07

Designations

• Chartered Financial Consultant

Other Names

• Lind
• Tobie Ellen Floyd