AF
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
8605 Westwood Center Drive, Suite 505, Vienna, VA, 22182
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
Aidan is a financial consultant at Florida Financial Advisors (DBA Tristate Financial Advisors) and a registered representative at Trinity Wealth Securities, LLC, dedicating full-time hours to each. Aidan also engages in fixed insurance sales through Florida Financial Insurance (DBA Tristate Financial Advisors), spending a few hours per week on this activity.
Employment History
Current Registrations
Trinity Wealth Securities, L.L.C.Broker
August 2024 - Present · 1 yr 5 mos
Florida Financial Advisors, LLC
January 2024 - Present · 2 yrs
State Registrations3 states
FLTXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.