Josephine Renee Laing
Investment adviser representative at Florida Financial Advisors, LLC
12 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
12 years in the industry.
- Trinity Wealth Securities, LLCFeb 2024 to now
- Florida Financial Advisors, LLCJul 2023 to now
- Florida Financial Advisors (dba Tristate Financial Advisors)Jul 2023 to now
- Dillard's ChophouseNov 2020 to Mar 2021
- Flounders Chowder HouseJun 2019 to Jun 2023
- UnemployedFeb 2018 to Jun 2019
- Young Men's Christian AssociationDec 2017 to Jul 2018
- Bob EvansOct 2017 to Feb 2018
- Dairy QueenSep 2016 to Mar 2017
- Wheeling Park High SchoolJul 2014 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 3 states (FL, SC, TN).
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
- 7784107
- Firm CRD
- 288811