Benjamin
Parson

Florida Financial Advisors, LLC

CRD#7864425
Investment Advisor
in Tampa, FL

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About this Advisor

Benjamin Parson is a financial advisor based in Tampa, Florida, working with Florida Financial Advisors, LLC. Benjamin has previously held positions at Florida Financial Advisors, Delta Contractors, and Fulton Bank. Benjamin has passed the Series 65 regulatory exam and is registered to provide services in Florida. Currently, Benjamin is part of Florida Financial Advisors, LLC, which operates out of Tampa, Florida. The firm has 10 offices and 310 employees. The firm manages assets totaling $199.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Florida Financial Advisors, LLC includes asset-based, fixed, and other fees.

Certifications and Registrations

Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

4301 Anchor Plaza Parkway Suite 100
Tampa, FL 33634

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Florida Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$199,000,000

FL Average: $1,855,561,029
Total Number of Employees

310

FL Average: 62
Total Number of Accounts

1,371

FL Average: 2,474
Average Account Size

$145,150

FL Average: $750,025

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

Benjamin Parson Work History

2024 - Present (0 year)

Florida Financial Advisors

2014 - Present (10 years)

Delta Contractors

2022 - 2022 (< 1 year)

Fulton Bank

Disclosures

Please visit the SEC profile of Benjamin Parson 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

Jerid Mei
Charlotte, NC
Melanie Messer
Atlanta, GA
Joseph Perrone
Tampa, FL
Aidan Flint
Vienna, VA
Wyatt Davy
Tampa, FL
Adam Granville
Atlanta, GA
Alexander Stak
Orlando, FL
Logan Blackley
Atlanta, GA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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