Keegan
Corey
Florida Financial Advisors, LLC
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About this Advisor
Keegan Corey is a financial advisor operating out of Tampa, Florida with 3 years of relevant experience. Corey is an advisor for Florida Financial Advisors, LLC. Throughout their career, they have worked 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. Corey holds a Series 65 license, certifying them as an investment advisor representative, and can advise clients in Florida. Florida Financial Advisors, LLC is an advisory company based out of Tampa, FL. It has offices in seven locations and a total of 170 employees. It handles $95 million in total assets across its 3,750 client accounts, making it one of the smaller financial advisory firms in the nation by assets under management. The firm performs a diverse set 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 advice typically vary depending on which services are provided. Fee types billed by Florida Financial Advisors, LLC most likely are comprised of any blend 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
Keegan Corey Work History
Keegan has been registered as a financial advisor for 3 years.*
Trinity Wealth Securities
Florida Financial Advisors
Roccos Tacos And Tequila Bar
Primerica
Astro Ice Cream
Elite Vinyl Fencing
University Of Tampa
Seneca Valley High 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 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
Jacksonville, FL
Charlotte, NC
Tampa, FL
Jacksonville, FL
Tampa, FL
Tampa, FL
Miami, FL
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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