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Douglas James Floyd

CE INVESTMENT MANAGEMENT, LLC·OKLAHOMA CITY, Oklahoma
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9000 CAMERON PARKWAY, OKLAHOMA CITY, OK 73114CRD# 2098372Firm CRD# 299786
01

About

Douglas James Floyd is a registered financial advisor based in OKLAHOMA CITY, Oklahoma, affiliated with CE INVESTMENT MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Wealth Management
Fee-Only Advisory
Client Types

Client type data will be added during profile enrichment.

03

Firm Overview

Firm
CE INVESTMENT MANAGEMENT, LLC
CE INVESTMENT MANAGEMENT, LLC
AUM
$6.3B
Regulatory assets under management
Employees
17
Total firm employees
View all advisors at CE INVESTMENT MANAGEMENT, LLC →
Services
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Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2098372
Firm CRD# 299786
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Douglas James Floyd offer?
Douglas James Floyd specializes in Wealth Management, Fee-Only Advisory. Contact their office in OKLAHOMA CITY, Oklahoma for a consultation.
What are Douglas James Floyd's credentials?
Douglas James Floyd is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Douglas James Floyd located?
Douglas James Floyd is based in OKLAHOMA CITY, Oklahoma, working with CE INVESTMENT MANAGEMENT, LLC. Their office serves clients in the OKLAHOMA CITY metropolitan area and surrounding communities.
How does Douglas James Floyd charge for services?
Douglas James Floyd's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CE INVESTMENT MANAGEMENT, LLC?
CE INVESTMENT MANAGEMENT, LLC has approximately 17 employees and manages $6.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in OKLAHOMA CITY
John Howard Blevins — ASHTON GRAY CAPITAL, LLCTodd Morgan Glass — HF II GP, LLCWilliam Christopher Reeves — HF II GP, LLCBenjamin Carter Stewart — HF II GP, LLCDavid Lee Thompson — INVESTRUST CONSULTING, LLC
Nearby cities in Oklahoma
TULSA (209)BARTLESVILLE (28)EDMOND (25)DURANT (6)ARDMORE (5)
City Guides
TULSA GuideBARTLESVILLE GuideEDMOND GuideDURANT GuideARDMORE Guide
Research
Advisor Fees in OklahomaNational Fee Analysis
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