William Wright Brooks
Investment adviser representative at Florida Financial Advisors, LLC
10 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
10 years in the industry.
- Trinity Wealth Securities, LLCDec 2024 to now
- Florida Financial Advisors, LLCJun 2024 to now
- Florida Financial Advisors dba Tristate Financial AdvisorsJun 2024 to now
- Chuck's Fish LLCSep 2022 to Apr 2024
- Pelican Exterior Washing LLCJun 2021 to Aug 2021
- JimbosJan 2021 to May 2021
- University of GeorgiaAug 2020 to May 2024
- Tate Meatworks Inc.Apr 2020 to Aug 2020
- Spartanburg High SchoolAug 2016 to Jun 2020
- Country Club of SpartanburgFeb 2016 to Oct 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
- Series 63 · Uniform Securities Agent State Law2024
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
- 7946226
- Firm CRD
- 288811