Alexandra
Neault

Florida Financial Advisors, LLC

CRD#7625799
Investment Advisor
in Austin, TX

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About this Advisor

Alexandra Neault is a financial advisor based in Austin, Texas, working with Florida Financial Advisors, LLC. Alexandra has previously held positions at Florida Financial Advisors, Gangchu Chicken & Beer, University Of Tampa, Silverado Golf And Country Club, Koizi Endless Sushi And Hibachi, Paul R. Wharton High School, Turner-Bartels K-8 School, Trinity Wealth Securities, LLC, and Florida Financial Advisors Dba Texas Financial Advisors. Alexandra has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Florida and Texas. Currently, Alexandra is part of Florida Financial Advisors, LLC, which operates out of Austin, Texas. 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

Series 65, Series 63

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

1401 Lavaca Street
Austin, TX 78701

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Florida Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$199,000,000

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

310

TX Average: 62
Total Number of Accounts

1,371

TX Average: 2,474
Average Account Size

$145,150

TX 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

Alexandra Neault Work History

2024 - Present (0 year)

Florida Financial Advisors Dba Texas Financial Advisors

2024 - Present (0 year)

Trinity Wealth Securities, LLC

2023 - Present (1 year)

Trinity Wealth Securities, LLC

2022 - Present (2 years)

Florida Financial Advisors

2021 - 2022 (1 year)

Gangchu Chicken & Beer

2020 - 2021 (1 year)

University Of Tampa

2020 - 2020 (< 1 year)

Silverado Golf And Country Club

2019 - 2022 (3 years)

University Of Tampa

2018 - 2020 (2 years)

Koizi Endless Sushi And Hibachi

2015 - 2019 (4 years)

Paul R. Wharton High School

2012 - 2015 (3 years)

Turner-Bartels K-8 School

Disclosures

Please visit the SEC profile of Alexandra Neault 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

John Edie
Atlanta, GA
Nicholas Mangino
Atlanta, GA
William Kleinert
Tampa, FL
Logan Blackley
Atlanta, GA
Daniel Raps-Huffman
Atlanta, GA
Angelo Gilot
Philadelphia, PA
Patrick Fernandez
Atlanta, GA
Melanie Messer
Atlanta, GA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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