Jordan Lopes Palavra
Investment adviser representative at Florida Financial Advisors, LLC
14 yearsExperience
2 statesRegistered 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
14 years in the industry.
- Florida Financial Advisors, LLCJan 2021 to now
- Trinity Wealth Securities L.L.CJan 2021 to now
- UnemployedAug 2020 to Dec 2020
- Intertape Polymer GroupApr 2018 to Aug 2020
- Ceres EnvironmentalSep 2017 to Apr 2018
- University of South FloridaJul 2012 to Aug 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
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
- 7326741
- Firm CRD
- 288811