Ian
Mccann
Florida Financial Advisors, LLC
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About this Advisor
Ian Mccann is a financial advisor based in Charlotte, North Carolina, working with Florida Financial Advisors, LLC. Ian has previously held positions at Florida Financial Advisors Dba Tristate Financial Advisors, Coastal Carolina University, Saint Thomas Aquinas High School, York Middle School, and Trinity Wealth Securities, LLC. Ian has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Florida and North Carolina. Currently, Ian is part of Florida Financial Advisors, LLC, which operates out of Charlotte, North Carolina. 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
Services Offered
Fee Structure
Office Location
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Florida Financial Advisors, LLC Brokerage Details
$199,000,000
310
1,371
$145,150
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
Ian Mccann Work History
Florida Financial Advisors Dba Tristate Financial Advisors
Trinity Wealth Securities, LLC
Coastal Carolina University
Saint Thomas Aquinas High School
York Middle School
Disclosures
Please visit the SEC profile of Ian Mccann 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
Miami, FL
Atlanta, GA
Atlanta, GA
Miami, FL
Orlando, FL
Tampa, FL
Atlanta, GA
Atlanta, GA
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