Keegan
Corey

Florida Financial Advisors, LLC

CRD#7269715
Investment Advisor
in Tampa, FL

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About this Advisor

Keegan Corey is a financial advisor based in Tampa, Florida, working with Florida Financial Advisors, LLC. Keegan has previously held positions at Trinity Wealth Securities, Roccos Tacos And Tequila Bar, Astro Ice Cream, Elite Vinyl Fencing, Primerica, University Of Tampa, Seneca Valley High School, and Florida Financial Advisors. Keegan has passed the Series 65 regulatory exam and is registered to provide services in Florida and Texas. Currently, Keegan 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

Keegan Corey Work History

2020 - Present (4 years)

Trinity Wealth Securities

2020 - Present (4 years)

Florida Financial Advisors

2019 - 2020 (1 year)

Roccos Tacos And Tequila Bar

2019 - 2020 (1 year)

Primerica

2018 - 2019 (1 year)

Astro Ice Cream

2017 - 2017 (< 1 year)

Elite Vinyl Fencing

2016 - 2020 (4 years)

University Of Tampa

2002 - 2016 (14 years)

Seneca Valley High School

Disclosures

Please visit the SEC profile of Keegan Corey 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

Austin Graves
Nashville, TN
Gregory Gnade
Philadelphia, PA
Adam Granville
Atlanta, GA
William Feijoo
Miami, FL
Nicholas Mangino
Atlanta, GA
Melanie Messer
Atlanta, GA
John Edie
Atlanta, GA
Alexander Stak
Orlando, FL

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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