AA
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
399 advisors
Number of Clients
1,755 clients
Average Client Portfolio
$181K average
Assets Under Management
$317.8M
Loading...
Advisor Information
Office location
1000 N Post Oak Road, Suite 220, Houston, TX, 77055
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Alex works as a financial consultant for Florida Financial Advisors and a registered representative for Trinity Wealth Securities, dedicating full-time hours to each. Alex also owns Aguirre Wealth Solutions and sells fixed insurance through Florida Financial Insurance, while working a few hours per week as a server at a restaurant.
Employment History
Current Registrations
Trinity Wealth Securities, L.L.C.Broker
November 2022 - Present · 3 yrs 2 mos
Florida Financial Advisors, LLC
November 2021 - Present · 4 yrs 2 mos
State Registrations2 states
FLTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.