Floyd Green
Floyd Green Financial Services · Atlanta, Georgia
Floyd Green is a fee-only financial advisor at Floyd Green Financial Services in Atlanta, Georgia, who holds the CFA credential. Floyd Green Financial Services reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Floyd Green Financial Services |
|---|---|
| Based in | Atlanta, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $15K across 1 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in GA · CRD 2627440 |
| Exams passed | Series 66 (2003) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.fgfservices.com |
| Profile |
How Floyd's firm compares
- Floyd Green Financial Services's average account is about $15,000, from its Form ADV (assets managed divided by 1 accounts).
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Questions about Floyd
Is Floyd Green a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Floyd holds no broker registration, and Floyd Green Financial Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Floyd charge for financial advice?
Floyd's firm, Floyd Green Financial Services, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Floyd Green based?
Floyd Green is based in Atlanta, Georgia.
What credentials does Floyd Green hold?
Floyd Green holds the CFA credential.
Is Floyd Green registered with the SEC?
Yes. Floyd Green is registered as an investment adviser representative in GA (CRD 2627440), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Floyd Green Financial Services manage?
Floyd Green Financial Services reports $15K across 1 accounts in assets under management.
How do I contact Floyd Green?
Through Floyd's website, www.fgfservices.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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