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

401 S 12th St, Unit 2, Tampa, FL, 33602

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Regulatory 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.

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Other Business ActivitiesSells Insurance

Alex works as a compliance coordinator for Florida Financial Advisors and in compliance for Trinity Wealth Securities, LLC, dedicating full-time hours to each. Alex also sells fixed insurance through Florida Financial Insurance, spending a few hours per week on this activity.

Employment History
Current Registrations
Trinity Wealth Securities, L.L.C.Broker
September 2024 - Present · 1 yr 4 mos
Florida Financial Advisors, LLC
November 2023 - Present · 2 yrs 2 mos
State Registrations2 states
FLPA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Alex Lunyong - Financial Advisor | AdvisorDiscover