Waverly Advisors
47yrs
Top advisor by experience in Birmingham
3yrs
Christopher Floyd
Financial advisor at Stonex Advisors
Christopher Floyd has worked in the financial industry for 3 years and is a fiduciary financial advisor based in Birmingham, Alabama. Christopher joined Stonex Advisors in 2023, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 1247 advisors with offices in Birmingham, and one of 1090 fiduciaries.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
Office2 Perimeter Park South Suite 500 West, Birmingham, AL 35243
FirmStonex Advisors
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$501,072
Advisors at the firm230
States licensed ?1 state
Services through Stonex Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2023 – nowStonex Advisors Inc.Current firm
Contact Christopher
(800) 292-2411Stonex Advisors main office 2 Perimeter Park South Suite 500 WestBirmingham, AL 35243Office · Get directions LinkedIn pageStonex Advisors
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Questions to ask Christopher
Tailored to Christopher’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Christopher
How do I contact Christopher?
Call Stonex Advisors at (800) 292-2411 and ask for Christopher Floyd. Christopher works from the Birmingham, AL office.
How long has Christopher been a financial advisor?
Christopher has been in the industry since 2023, about 3 years. 3 years in the industry.
What licenses does Christopher hold?
Series 66. Tap any license on this page to see what it allows.
Is Christopher a fiduciary?
Christopher is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Christopher paid?
Stonex Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Christopher for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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