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John Mcneff

Investment adviser representative at Florida Financial Advisors, LLC
14 yearsExperience
3 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.

  1. Trinity Wealth Securties, LLCJun 2024 to now
  2. Florida Financial Advisors, LLCMay 2023 to now
  3. Florida Financial Advisors dba Tristate Financial AdvisorsMay 2023 to now
  4. Tierney EducationFeb 2023 to May 2023
  5. Northwestern MutualMay 2022 to Feb 2023
  6. Not WorkingAug 2021 to May 2022
  7. LegendsMay 2021 to Aug 2021
  8. Dunmore Community CenterNov 2017 to Aug 2021
  9. Not Working (middle School/high School Student)Feb 2012 to Nov 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2023
  • Series 63 · Uniform Securities Agent State Law2023

State registrations

Registered as an investment adviser representative in 3 states (FL, PA, 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
7519383
Firm CRD
288811
Advisor's SEC record (opens in a new tab)
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