AW
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
800 N Magnolia Ave, Suite 1650, Orlando, FL, 32803
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
Aedan works as a financial consultant for Florida Financial Advisors and as a registered representative for Trinity Wealth Securities, LLC, dedicating full-time hours to each. He also engages in fixed insurance sales through Florida Financial Insurance, spending a few hours per week on this activity.
Employment History
Current Registrations
Trinity Wealth Securities, L.L.C.Broker
April 2024 - Present · 1 yr 9 mos
Florida Financial Advisors, LLC
October 2023 - Present · 2 yrs 3 mos
State Registrations2 states
FLTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.