Philip Joseph Floyd
Investment adviser representative at Worth Asset Management
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$288.2MFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Worth Asset ManagementFeb 2021 to now
- Mmwkm Advisors, LLCJan 2016 to Feb 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 2 states (AR, TX).
Worth Asset Management
Legal name: Worth Asset Management, LLC
$288.2MAssets managed
333Clients
10Advisers
5 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
- 4356937
- Firm CRD
- 166970