Ronald E. Floyd,  CFP<sup>&reg;</sup> - Financial Advisor

Ronald E. Floyd, CFP®

Managing Director

United Capital Financial Advisers, LLC

1925 Palomar Oaks Way, Ste 100
Carlsbad, CA 92008
FINANCIAL ADVISOR'S WEBSITE
(442) 232-6900

General

Ronald Floyd is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at United Capital Financial Advisers, LLC in Carlsbad, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: CA,AZ,WA,CO,NC,FL,and,TX
  • Health/disability insurance: same
  • Fixed annuities: same
  • Variable annuities: same

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Estate Planning, Investment Management, Employee Benefits, Insurance, Life Planning, Retirement, Stocks & Bonds, Succession Planning, Long-term Care, Sudden Wealth

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