AN
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
4235 S Stream Blvd, Suite 420, Charlotte, NC, 28217
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
Alex is a financial consultant for Florida Financial Advisors, an RIA, dedicating full-time hours to this role. Alex 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
November 2025 - Present · 2 mos
Florida Financial Advisors, LLC
August 2024 - Present · 1 yr 5 mos
State Registrations2 states
FLNC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.