GWENDOLYN J. FLOYD, CPA, CFP(R)

FLOYD, GWENDOLYN JEANNE

CRD 155152

412 NANTASKET AVENUE, HULL, MA, 02045, United States

Phone

(781) 925-5754

Fax

(781) 925-1737

Registration

— (—)

Source

State registered

Total AUM

—

Discretionary AUM

—

Team

1 total employees; 1 advisory reps; 6 broker-dealer reps

Clients

1-10

Fees

Hourly charges; Fixed fees

Org form

Sole Proprietorship

Filing date

2026-02-13

Disciplinary history

Services

Financial planning

Official SEC filing: View on IAPD