AG
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
498 Wando Park Blvd, Suite 175, Charleston, SC, 29464
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 is a financial consultant with Florida Financial Advisors DBA Tristate Financial Advisors, an RIA, dedicating full-time hours to this role. He also engages in fixed insurance sales through Florida Financial Insurance DBA Tristate Financial Advisors, spending a few hours per week on this activity.
Employment History
Current Registrations
Florida Financial Advisors, LLC
January 2025 - Present · 1 yr
State Registrations2 states
FLSC
Advisor
Exams
No exam information available for this advisor.