David
Douglas

Florida Financial Advisors, LLC

CRD#7692749
Investment Advisor
in Philadelphia, PA

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About this Advisor

David Douglas is a financial advisor working in Philadelphia, Pennsylvania. Douglas is on the advisory team at Florida Financial Advisors, LLC. Over the course of their career, they have held roles at Florida Financial Advisors (Dba Tristate Financial Advisors), Kerbeck Cadillac, Atlantic Care, Gourmet, Gordon Ramsey Pub And Grill, Revel Casino and Reggae Shack Cafe. Douglas maintains a Series 65 license, certifying them as an investment advisor representative, and is approved to work in Pennsylvania. Florida Financial Advisors, LLC is an advisory business that has its headquarters in Tampa, FL. The firm has offices in seven locations and a total of 170 advisors. It handles $95 million in total assets across its 3,750 client accounts, making it one of the smaller investment advisory firms in the country by assets under management. The firm performs a number 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. Fees charged by financial advisors typically depend on which services are offered. However, fee types billed by Florida Financial Advisors, LLC can be comprised of any blend of asset-based, fixed and other fees.

Certifications and Registrations

Series 65

Years Registered*

less than 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

100 South Broad Street Suite 1801
Philadelphia, PA 19110

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Florida Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$94,820,946

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

170

PA Average: 62
Total Number of Accounts

3,750

PA Average: 2,474
Average Account Size

$25,286

PA 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

David Douglas Work History

David has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Florida Financial Advisors (Dba Tristate Financial Advisors)

2019 - 2022 (3 years)

Kerbeck Cadillac

2018 - 2019 (1 year)

Atlantic Care

2017 - 2018 (1 year)

Gourmet

2014 - 2015 (1 year)

Gordon Ramsey Pub And Grill

2013 - 2014 (1 year)

Revel Casino

2012 - 2013 (1 year)

Reggae Shack Cafe

*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 David Douglas 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

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