Andrew
Wilson
Florida Financial Advisors, LLC
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About this Advisor
Andrew Wilson is a financial advisor operating out of Tampa, Florida with 1 year of relevant experience. Wilson is on the advisory team at Florida Financial Advisors, LLC. Their career trajectory has included roles at Purshe Kaplan Sterling Investments, Mickool, Inc, Walmart, Metropolitan Community College, Ifs Securities Inc, Florida Financial Advisors, Trinity Wealth Securities L.L.C and Towne Park. Wilson maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Florida. Florida Financial Advisors, LLC is a financial advisory company that has its headquarters in Tampa, FL. The firm has offices in seven locations and a total of 170 advisors. It oversees $95 million in assets between its 3,750 client accounts, placing it among the smaller firms in the country by assets under management. Florida Financial Advisors, LLC performs a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial management usually depend on the financial services offered. Fee types charged by Florida Financial Advisors, LLC may include asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Florida Financial Advisors, LLC Brokerage Details
$94,820,946
170
3,750
$25,286
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Andrew Wilson Work History
Andrew has been registered as a financial advisor for 1 years.*
Florida Financial Advisors
Trinity Wealth Securities L.L.C
Trinity Wealth Securities L.L.C
Ifs Securities Inc
Florida Financial Advisors
Towne Park
Purshe Kaplan Sterling Investments
Mickool, Inc
Walmart
Metropolitan Community College
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Andrew Wilson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Florida Financial Advisors, LLC
Jacksonville, FL
Tampa, FL
Jacksonville, FL
Tampa, FL
Miami, FL
Tampa, FL
Charlotte, NC
Tampa, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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