Amberly
Postell

Florida Financial Advisors, LLC

CRD#7265190
Investment Advisor
in Atlanta, GA

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About this Advisor

Amberly Postell is a financial advisor based in Atlanta, Georgia, working with Florida Financial Advisors, LLC. Amberly has previously held positions at Florida Financial Advisors, The University Of Georgia, Tri-State Electric Membership Corporation, Fannin County Recreation Dept, Pruitt Health, Fannin County High School, Mercier Orchards, Trinity Wealth Securities L.L.C, Florida Financial Advisors Dba Georgia Financial Advisors, and Trinity Wealth Securities, LLC. Amberly has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Florida and Georgia. Currently, Amberly is part of Florida Financial Advisors, LLC, which operates out of Atlanta, Georgia. 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, Series 63

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

3400 Peachtree Road Ne Suite 700
Atlanta, GA 30326

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Florida Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$199,000,000

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

310

GA Average: 62
Total Number of Accounts

1,371

GA Average: 2,474
Average Account Size

$145,150

GA 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

Amberly Postell Work History

2022 - Present (2 years)

Florida Financial Advisors Dba Georgia Financial Advisors

2022 - Present (2 years)

Trinity Wealth Securities, LLC

2020 - 2022 (2 years)

Florida Financial Advisors

2020 - 2022 (2 years)

Trinity Wealth Securities L.L.C

2019 - 2020 (1 year)

The University Of Georgia

2019 - 2019 (< 1 year)

Tri-State Electric Membership Corporation

2018 - 2019 (1 year)

The University Of Georgia

2018 - 2018 (< 1 year)

Tri-State Electric Membership Corporation

2016 - 2018 (2 years)

The University Of Georgia

2016 - 2016 (< 1 year)

Fannin County Recreation Dept

2016 - 2016 (< 1 year)

Pruitt Health

2015 - 2016 (1 year)

Fannin County High School

2015 - 2015 (< 1 year)

Mercier Orchards

2012 - 2015 (3 years)

Fannin County High School

Disclosures

Please visit the SEC profile of Amberly Postell 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

Aidan Flint
Vienna, VA
Austin Graves
Nashville, TN
Connor Goodwin
Miami, FL
Jordan Nicolson
Jacksonville, FL
Alexander Stak
Orlando, FL
Jerid Mei
Charlotte, NC
Nicholas Mangino
Atlanta, GA
William Feijoo
Miami, 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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