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Treyton Layne Lebo

Investment adviser representative at Florida Financial Advisors, LLC
11 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

11 years in the industry.

  1. Florida Financial Advisors, LLCMay 2023 to now
  2. Florida Financial Advisors (dba Tristate Financial Advisors)May 2023 to now
  3. Trinity Wealth Securities, LLCApr 2023 to now
  4. Thrivent FinancialMay 2022 to Aug 2022
  5. Charleston Southern UniversityAug 2019 to May 2023
  6. Pizza HutFeb 2019 to Jan 2022
  7. Mechanicsburg Area Senior HighAug 2015 to May 2019

Exams passed

  • Series 66 · Uniform Combined State Law2022

State registrations

Registered as an investment adviser representative in 3 states (FL, NC, 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
7530345
Firm CRD
288811
Advisor's SEC record (opens in a new tab)
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