Floyd Carl

Background

About Floyd Carl

More than 30 years of investment services experience through all types of market cycles. Specializing in comprehensive investment planning and retirement plan consultation. Five-step process in helping clients manage their wealth: communicate, strategize, implement, adjust, and review. Specialties: Investment Planning, Wealth Management Strategies, 401(k) Accounts, Education Savings Plans, Asset Allocation, Retirement Income Strategies, Bonds, Stocks, Estate Planning Strategies, Fixed Annuities, Variable Annuities, Insurance Reviews, Roth IRA, Traditional IRA, SEP IRA, Mutual Funds, College Savings Plans, Unit Investment Trusts, Long-Term Care Insurance, ETFs, Options, Fixed Income, Life Insurance. Phone Number:(215) 504-1628 E-mail: carlf@stifel.com Stifel Financial Corp. and its affiliated companies (“Stifel”) reserve the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. Stifel Financial Corp. is the parent company of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE. Stifel will not accept purchase or sales orders via LinkedIn, Facebook, or any electronic messaging systems. The comments, postings, or views expressed are my own and do not necessarily reflect that of Stifel. Stifel is not responsible for content posted by third parties. Statements and messages are for U.S. residents only and are subject to the following terms: