Justin
Daniels

Florida Financial Advisors, LLC

CRD#7909658
Investment Advisor
in Atlanta, GA

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About this Advisor

Justin Daniels is a financial advisor based in Atlanta, Georgia, working with Florida Financial Advisors, LLC. Justin has previously held positions at Florida Financial Advisors Dba Georgia Financial Advisors, The Juicy Crab, Amici, Heritage High School, Georgia State University, and Davis Middle School. Justin has passed the Series 65 regulatory exam and is registered to provide services in Florida and Georgia. Currently, Justin 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

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

2970 Peachtree Road Nw Suite 300
Atlanta, GA 30305

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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

Justin Daniels Work History

2024 - Present (0 year)

Florida Financial Advisors Dba Georgia Financial Advisors

2021 - Present (3 years)

The Juicy Crab

2019 - 2019 (< 1 year)

Amici

2019 - 2023 (4 years)

Georgia State University

2015 - 2019 (4 years)

Heritage High School

2014 - 2015 (1 year)

Davis Middle School

Disclosures

Please visit the SEC profile of Justin Daniels 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

Benjamin Parson
Tampa, FL
Michael Chiolo
Philadelphia, PA
Billy Whitaker
Nashville, TN
Ryan Polaha
Philadelphia, PA
Vinay Pabbathi
Orlando, FL
Alexandra Hough
Orlando, FL
Zachary Macfarland
Charlotte, NC

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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