Caitlynn
Rendon
Florida Financial Advisors, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Caitlynn Rendon is a financial advisor working in Philadelphia, Pennsylvania with 2 years of industry experience. Rendon currently works for Florida Financial Advisors, LLC. Rendon has gained experience at Florida Financial Advisors (Dba Tristate Financial Advisors), John F. Bryne Golf Club, Decopro, Glenmede Trust Co, Drexel University, Duquesne University, Wahoos Fish Tacos, Jack Frost Big Boulder, Pocono Mountain West High School, Unemployement, Pocono Mountain West Junior High School and Trinity Wealth Securities, LLC. Rendon maintains Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and can serve investors in Pennsylvania. Florida Financial Advisors, LLC is a registered investment firm based in Tampa, FL. The firm has offices in seven locations and a total of 170 employees. It controls $95 million in assets across its 3,750 client accounts, making it one of the smaller investment advisory firms in the United States by assets under management. Florida Financial Advisors, LLC provides a broad range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fees typically are based on which services are provided. Fees charged by Florida Financial Advisors, LLC likely include any combination of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Florida Financial Advisors, LLC Brokerage Details
$94,820,946
170
3,750
$25,286
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
Caitlynn Rendon Work History
Caitlynn has been registered as a financial advisor for 2 years.*
Trinity Wealth Securities, LLC
Florida Financial Advisors (Dba Tristate Financial Advisors)
John F. Bryne Golf Club
Decopro
Glenmede Trust Co
Drexel University
Wahoos Fish Tacos
Duquesne University
Jack Frost Big Boulder
Pocono Mountain West High School
Unemployement
Pocono Mountain West Junior High School
*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 Caitlynn Rendon 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
Charlotte, NC
Miami, FL
Jacksonville, FL
Tampa, FL
Jacksonville, FL
Tampa, FL
Tampa, FL
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
