David Hopkins Allen
Investment adviser representative at Florida Financial Advisors, LLC
33 yearsExperience
1 stateRegistered in
$456.1MFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
33 years in the industry.
- Florida Financial Advisors, LLCAug 2024 to now
- Florida Financial Advisors dba Providence Financial AdvisorsAug 2024 to now
- Providence Financial AdvisorsJan 2024 to Aug 2024
- Cadaret, Grant & Co., Inc.Nov 2022 to Jan 2024
- Self-employed/ ConsultingOct 2021 to Oct 2022
- Advisory Group Equity Services, Ltd.May 2021 to Sep 2021
- Cadaret Grant & Co., Inc.Dec 2020 to Apr 2021
- LPL Financial LLCNov 2016 to Dec 2020
- Stratos Wealth Partners, LtdNov 2016 to Dec 2020
- American Express Financial Advisors Inc.Jan 1993 to Nov 2016
- Ids Life Insurance CompanyJan 1993 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (FL).
Florida Financial Advisors, LLC
$456.1MAssets managed
3,005Clients
842Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2312702
- Firm CRD
- 288811