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
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Advisor Information

Office location

2745 W Fairbanks Ave, Suite 203, Winter Park, FL, 32789

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Adam is a financial consultant at Florida Financial Advisors DBA Meridian Wealth Advisors, a registered representative at Trinity Wealth Securities, and involved in fixed insurance sales through Florida Financial Insurance DBA Meridian Wealth Advisors and Florida Financial Insurance DBA Meridian Insurance, dedicating full-time hours to these activities. He also has several other business activities including ice cream sales, estate planning, and payroll processing for his S-corp, Adam Babb LLC, which take minimal time.

Employment History
Current Registrations
Trinity Wealth Securities, L.L.C.Broker
May 2022 - Present · 3 yrs 8 mos
Florida Financial Advisors, LLC
March 2022 - Present · 3 yrs 10 mos
State Registrations6 states
CAFLMORITXVT
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Adam Babb - Financial Advisor | AdvisorDiscover