AD
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
1 Independent Drive, Suite 201, Jacksonville, FL, 32202
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
Aaron works full-time as a financial consultant for Florida Financial Advisors and full-time as a registered representative for Trinity Wealth Securities, LLC. He also dedicates a few hours per week to fixed insurance sales through Florida Financial Insurance.
Employment History
Current Registrations
Trinity Wealth Securities, L.L.C.Broker
April 2024 - Present · 1 yr 9 mos
Florida Financial Advisors, LLC
June 2023 - Present · 2 yrs 7 mos
State Registrations2 states
FLTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.