Mark Midkiff
Investment adviser representative at Florida Financial Advisors, LLC
12 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
12 years in the industry.
- Florida Financial Advisors dba Meridian Wealth AdvisorsOct 2024 to now
- Trinity Wealth Securities LLCSep 2021 to now
- Florida Financial Advisors, LLCJun 2021 to now
- Dynamark ServicesJul 2020 to Jun 2021
- Crunch FitnessJan 2020 to Jun 2020
- UnemployedMay 2019 to Dec 2019
- Newbold CorpMay 2017 to Jul 2017
- University of FloridaAug 2014 to Apr 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
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
- 7400508
- Firm CRD
- 288811