Debra Lynn Floyd
Investment adviser representative at Uptick Partners, LLC
25 yearsExperience
1 stateRegistered in
$1.1BFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
25 years in the industry.
- Uptick Partners, LLCJul 2023 to now
- Holistic PlanningMar 2023 to now
- Edward JonesFeb 2001 to Mar 2023
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (TX).
Uptick Partners, LLC
$1.1BAssets managed
1,139Clients
17Advisers
3 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
- 4379645
- Firm CRD
- 324250