AD
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
Loading...
Advisor Information
Office location
15500 New Barn Road, Suite 201, Miami Lakes, FL, 33014
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
Alexander works full-time as a financial consultant for Florida Financial Advisors and Trinity Wealth Securities, LLC. He also dedicates a few hours per week to fixed insurance sales for Florida Financial Insurance and about a quarter of his time as CEO of Pinnacle Solutions, LLC, a finder for a start-up company.
Employment History
Current Registrations
Trinity Wealth Securities, L.L.C.Broker
January 2025 - Present · 1 yr
Florida Financial Advisors, LLC
November 2024 - Present · 1 yr 2 mos
State Registrations2 states
FLTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.