Joseph G Floyd, CLU®, ChFC®, LUTCF®, CLTC®

Wealth Management Advisor

Professional

Over the course of my career, I have strived to be a life-long learner and a professional who develops a trusted and well-respected reputation. Please take a moment to review my credentials and accomplishments.

CLU® - Chartered Life Underwriter

Received in 2014 from the American College.

The CLU® designation is the world’s most respected designation of insurance expertise. It symbolizes the highest standard of knowledge, trust and commitment to the financial industry of risk management.

ChFC® - Chartered Financial Consultant

Received in 2016 from the American College.

The ChFC® program allows advisors to meet the advanced planning needs of individuals, professionals and small business owners. These needs may include: insurance, income taxation, retirement planning, investments and estate planning.

CLTC® - Certified in Long-Term Care

Granted in 2007 by the Corporation for Long-Term Care Certification, Inc.

The CLTC® Certification educates professionals on the discipline of extended care planning. This allows professionals to thoroughly discuss the subject of longetivity and its consequences on family and finances.  

LUTCF® - Life Underwriter Training Council Fellow

Received in 1994 from the National Association of Insurance and Financial Advisors (NAIFA).

The LUTCF® designation, often considered the first designation any insurance professional should earn, provides professionals knowledge and skills on life insurance and annuities, health and employee benefits, multiline, and financial advising and investments.  

Seires 6 - Investment Company Produts / Variable Contracts Products Representative Examination

Passed in 1993.

Series 7 -  General Securities Representative Examination

Passed in 2004.

Series 63 - Uniform Securities State Law Examination

Passed in 1993.

Series 66 - Uniformed Combined State Law Examination

Passed in 2004.

 

 

 

 

 

 

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