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
550 Pharr Road, Suite 400, Atlanta, GA, 30305
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
Adrian works as a financial consultant for Florida Financial Advisors (DBA Georgia Financial Advisors) and as a registered representative for Trinity Wealth Securities, LLC, dedicating full-time hours to each. Adrian also engages in fixed insurance sales through Florida Financial Insurance (DBA Georgia Financial Advisors), spending a few hours per week on this activity.
Employment History
Current Registrations
Trinity Wealth Securities, L.L.C.Broker
April 2025 - Present · 9 mos
Florida Financial Advisors, LLC
July 2024 - Present · 1 yr 6 mos
State Registrations2 states
FLGA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.