Mitchell
Bumpus

Florida Financial Advisors, LLC

CRD#7760548
Investment Advisor
in Orlando, FL

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About this Advisor

Mitchell Bumpus is a financial advisor based in Orlando, Florida, working with Florida Financial Advisors, LLC. Mitchell has previously held positions at Florida Financial Advisors, Barrett's Restaurant, Coastal Plains League, Smoothie King, Spring Creek Golf Club, Hanover Country Club, Apponequet Regional High School, Virginia Tech University, Wingate University, Apponequet High School, and Trinity Wealth Securities, LLC. Mitchell has passed the Series 65 regulatory exam and is registered to provide services in Florida and Texas. Currently, Mitchell is part of Florida Financial Advisors, LLC, which operates out of Orlando, 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

800 N Magnolia Ave Suite 1650
Orlando, FL 32803

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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

Mitchell Bumpus Work History

2023 - Present (2 years)

Florida Financial Advisors

2023 - Present (2 years)

Trinity Wealth Securities, LLC

2022 - 2022 (< 1 year)

Coastal Plains League

2022 - 2022 (< 1 year)

Smoothie King

2020 - 2021 (1 year)

Spring Creek Golf Club

2020 - 2023 (3 years)

Virginia Tech University

2018 - 2020 (2 years)

Hanover Country Club

2018 - 2020 (2 years)

Wingate University

2017 - 2018 (1 year)

Barrett'S Restaurant

2017 - 2018 (1 year)

Apponequet Regional High School

2014 - 2018 (4 years)

Apponequet High School

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Disclosures

Please visit the SEC profile of Mitchell Bumpus 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
Jovaan Volcy
Orlando, FL
Abdou Njie
Atlanta, GA
Aidan Flint
Vienna, VA
Adam Granville
Atlanta, GA
Melanie Messer
Atlanta, GA
John Edie
Atlanta, GA
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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