Jocelyn
Sullivan
Florida Financial Advisors, LLC
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About this Advisor
Jocelyn Sullivan is a financial advisor based in Tampa, Florida with a total of 1 year of relevant experience. Sullivan is currently employed by Florida Financial Advisors, LLC. During their career, Sullivan has held roles at Florida Financial Advisors, Scansource, Inc, Villa Tronco, Centre Cuts Salon & Day Spa, Dana Hall School, University Of South Carolina and Trinity Wealth Securities, LLC. Sullivan maintains a Series 65 license, designating them as an investment advisor representative, and is registered to advise clients in Florida. Florida Financial Advisors, LLC is a business operating out of Tampa, FL. The investment advisory business has offices in seven locations and a total of 170 employees. It has $95 million in assets under management between its 3,750 accounts, placing it among the smaller financial advisory firms in the United States by assets under management. Florida Financial Advisors, LLC has a number 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. Financial management fees usually vary depending on the type of financial services offered. Fee types charged by Florida Financial Advisors, LLC likely consist of some combination of 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
Jocelyn Sullivan Work History
Jocelyn has been registered as a financial advisor for 1 years.*
Florida Financial Advisors
Trinity Wealth Securities, LLC
Scansource, Inc
Scansource, Inc
Villa Tronco
University Of South Carolina
Centre Cuts Salon & Day Spa
Dana Hall School
*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 Jocelyn Sullivan 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
Tampa, FL
Charlotte, NC
Jacksonville, FL
Tampa, FL
Miami, FL
Jacksonville, FL
Tampa, FL
Miami, 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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