Tobie Ellen Floyd
Investment adviser representative at Planmember Securities Corporation
35 yearsExperience
1 stateRegistered in
ChFC®Designation
$10.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
35 years in the industry.
- Retirement Planning Associates (rpa)Sep 2024 to now
- Planmember Securities CorporationAug 2010 to now
- Tobie Floyd (self Employed)Jun 1994 to now
- Virginia Lind & AssociatesJan 1991 to now
- Virginia Lind & AssociatiesMar 2021 to Oct 2024
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 1 state (FL).
Planmember Securities Corporation
$10.1BAssets managed
69,645Clients
424Advisers
35 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3175390
- Firm CRD
- 11869