AN
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
3301 Northland Dr, Suite 405, Austin, TX, 78731
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
Alexandra works as a financial consultant for Florida Financial Advisors DBA TexasFA Financial Advisors and as a Registered Representative for Trinity Wealth Securities, LLC, dedicating full-time hours to each. Alexandra also engages in fixed insurance sales for Florida Financial Advisors, spending a few hours per week on this activity.
Employment History
Current Registrations
Trinity Wealth Securities, L.L.C.Broker
May 2023 - Present · 2 yrs 8 mos
Florida Financial Advisors, LLC
September 2022 - Present · 3 yrs 4 mos
State Registrations2 states
FLTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.