Pierre
Gomez

Florida Financial Advisors, LLC

CRD#7554182
Investment Advisor
in Bridgewater, VA

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About this Advisor

Pierre Gomez is a financial advisor based in Bridgewater, Virginia, working with Florida Financial Advisors, LLC. Pierre has previously held positions at Florida Financial Advisors Dba Tristate Financial Advisors, Towson University, Northwestern Mutual, Maryland State Renaissance Fair, Arundel High School, Crofton Middle School, and Trinity Wealth Securities, LLC. Pierre has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Florida and Virginia. Currently, Pierre is part of Florida Financial Advisors, LLC, which operates out of Bridgewater, Virginia. 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

8605 Westwood Center Drive Suite 206
Bridgewater, VA 22812

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Florida Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$199,000,000

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

310

VA Average: 62
Total Number of Accounts

1,371

VA Average: 2,474
Average Account Size

$145,150

VA 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

Pierre Gomez Work History

2024 - Present (0 year)

Trinity Wealth Securities, LLC

2023 - Present (1 year)

Florida Financial Advisors Dba Tristate Financial Advisors

2022 - 2022 (< 1 year)

Northwestern Mutual

2019 - 2023 (4 years)

Towson University

2018 - 2018 (< 1 year)

Maryland State Renaissance Fair

2015 - 2019 (4 years)

Arundel High School

2012 - 2015 (3 years)

Crofton Middle School

Disclosures

Please visit the SEC profile of Pierre Gomez 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

Jerid Mei
Charlotte, NC
Jovaan Volcy
Orlando, FL
Jordan Nicolson
Jacksonville, FL
Aidan Flint
Vienna, VA
Logan Blackley
Atlanta, GA
Daniel Raps-Huffman
Atlanta, GA
Nicholas Mangino
Atlanta, GA
Connor Goodwin
Miami, 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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