Tyler
Twitchell

Florida Financial Advisors, LLC

CRD#7934128
Investment Advisor
in Austin, TX

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About this Advisor

Tyler Twitchell is a financial advisor based in Austin, Texas, working with Florida Financial Advisors, LLC. Tyler has previously held positions at Florida Financial Advisors Dba Texas Financial Advisors, Early Warning Services LLC, All Pool Techs LLC, John Volken Academy, Tilth Restaurant, Bar Noroeste, Los Angeles Athletic Club, and Blue C Sushi. Tyler has passed the Series 65 regulatory exam and is registered to provide services in Texas. Currently, Tyler 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

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

8601 Ranch Road 2222 Suite 225, Building 1
Austin, TX 78730

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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

Tyler Twitchell Work History

2024 - Present (0 year)

Florida Financial Advisors Dba Texas Financial Advisors

2021 - Present (3 years)

Early Warning Services LLC

2018 - 2020 (2 years)

All Pool Techs LLC

2017 - 2019 (2 years)

John Volken Academy

2016 - 2017 (1 year)

Tilth Restaurant

2016 - 2016 (< 1 year)

Bar Noroeste

2016 - 2016 (< 1 year)

Los Angeles Athletic Club

2014 - 2015 (1 year)

Blue C Sushi

Disclosures

Please visit the SEC profile of Tyler Twitchell 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

Wyatt Davy
Tampa, FL
Marcel Kozlowski
Philadelphia, PA
Adam Granville
Atlanta, GA
Austin Graves
Nashville, TN
Melanie Messer
Atlanta, GA
Jovaan Volcy
Orlando, FL
John Edie
Atlanta, GA
Alexander Stak
Orlando, FL

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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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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