Carson Smith
Investment adviser representative at Florida Financial Advisors, LLC
24 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
24 years in the industry.
- Trinity Wealth Securities, LLCSep 2023 to now
- Florida Financial Advisors, LLCAug 2023 to now
- At&tJun 2022 to Jul 2022
- Dartmouth College Government DepartmentJan 2022 to Mar 2022
- Dartmouth College French DepartmentJan 2020 to Mar 2020
- Dartmouth CollegeSep 2019 to Jun 2023
- Stearman Field Bar and GrillJun 2019 to Aug 2019
- Wichita Collegiate SchoolAug 2002 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 2 states (FL, LA).
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
- 7797991
- Firm CRD
- 288811