Savana
Jordan
Florida Financial Advisors, LLC
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About this Advisor
Savana Jordan is a financial advisor based in Charlotte, North Carolina, working with Florida Financial Advisors, LLC. Savana has previously held positions at Florida Financial Advisors Dba Tristate Financial Advisors, Uber Freight, Dicks Sporting Goods, University Of South Carolina, Freedom High School, Trinity Wealth Securities, LLC, and Bottle Cap Group. Savana has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Florida and North Carolina. Currently, Savana 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 a variety of clients, including high-net-worth individuals. 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
Savana Jordan Work History
Bottle Cap Group
Florida Financial Advisors Dba Tristate Financial Advisors
Trinity Wealth Securities, LLC
Uber Freight
Dicks Sporting Goods
Dicks Sporting Goods
University Of South Carolina
Freedom High School
Disclosures
Please visit the SEC profile of Savana Jordan 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
Saint Petersburg, FL
Jacksonville, FL
Orlando, FL
Tampa, FL
Philadelphia, PA
Charlotte, NC
Saint Petersburg, FL
Atlanta, GA
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