Ryan
Leitzinger

Florida Financial Advisors, LLC

CRD#7669331
Investment Advisor
in Charlotte, NC

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About this Advisor

Ryan Leitzinger is a financial advisor operating out of Charlotte, North Carolina with a total of 1 year of relevant experience. Leitzinger is currently employed by Florida Financial Advisors, LLC. Their career trajectory has included roles at Florida Financial Advisors Dba Tristate Financial Consultant, United States Postal Service, Lending Tree, Flexential, University Of South Florida, Bank Of America, Wawa and Mcdonald'S. Leitzinger holds a Series 65 license, certifying them as an investment advisor representative, and is able to serve investors in North Carolina. Florida Financial Advisors, LLC is a financial advisory company headquartered in Tampa, FL. It has offices in seven locations and a total of 170 employees. It oversees $95 million in assets under management across its 3,750 accounts, placing it among the smaller financial advisory firms in the country by assets under management. The advisory firm provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors usually vary depending on which services are offered. Fees billed by Florida Financial Advisors, LLC most likely include asset-based, fixed and other fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

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

2125 Southend Drive Suite 350
Charlotte, NC 28203

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Florida Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$94,820,946

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

170

NC Average: 62
Total Number of Accounts

3,750

NC Average: 2,474
Average Account Size

$25,286

NC 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

Ryan Leitzinger Work History

Ryan has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Florida Financial Advisors Dba Tristate Financial Consultant

2022 - 2022 (< 1 year)

United States Postal Service

2022 - 2022 (< 1 year)

Lending Tree

2018 - 2019 (1 year)

Flexential

2016 - 2017 (1 year)

University Of South Florida

2015 - 2016 (1 year)

Bank Of America

2013 - 2015 (2 years)

Wawa

2011 - 2013 (2 years)

Mcdonald'S

*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 Ryan Leitzinger 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

Ilya Pogosyan
Miami, FL
Trenton Barrett
Jacksonville, FL
Vachel Pennebaker
Charlotte, NC
Cameron Shepherd
Tampa, FL
Dakota Colonese
Jacksonville, FL
Timothy Zimmerman
Tampa, FL
Parker Shetler
Tampa, FL
John Gangloff
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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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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