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Ashton Holliday

Investment adviser representative at Florida Financial Advisors, LLC
13 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

13 years in the industry.

  1. Trinity Wealth Securities, LLCDec 2023 to now
  2. Florida Financial Advisors, LLCJul 2023 to now
  3. My Contractors LicenseJan 2021 to May 2023
  4. Sprouts Farmers MarketDec 2018 to Dec 2020
  5. PublixApr 2013 to Nov 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law2023
  • Series 63 · Uniform Securities Agent State Law2026

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
7780618
Firm CRD
288811
Advisor's SEC record (opens in a new tab)
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