John C. Floyd, CFP®.

As a CERTIFIED FINANCIAL PLANNER™ and financial representative through LPL Financial, John helps individuals and business owners pursue their financial goals through personalized advice that is tailored to their specific needs. He recognizes that no two financial situations are the same and enjoys the practice of building relationships to understand the journey his clients wish to take. His attention to detail and love of research keeps him on the forefront of information.

John has over 21 years of experience in the financial services industry working for corporations, such as Edward Jones and BB&T Investment Services (now Truist). He seized the opportunity in 2013 and joined LPL Financial in order to offer a broader spectrum of services to his clients without the obligation of offering proprietary products. John is a graduate of UNC Wilmington with bachelor’s degrees in Finance and Marketing. He holds his FINRA Series 7, 63, and 66 securities registrations with LPL Financial. He has his CFP® designation as well as Life, Health, Long-Term Care, and Medicare licenses.

A native of Halifax County, John relocated to Morehead City in 2003. He resides with his wife, Mallory, and their two girls, Andi and Emersynn. He enjoys time with his family, is an avid outdoorsman who enjoys hunting and fishing, and also serves in his church.