Trevor Gray
Investment adviser representative at Florida Financial Advisors, LLC
10 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
10 years in the industry.
- Trinity Wealth Securities, LLCDec 2024 to now
- Florida Financial Advisors, LLCJul 2024 to now
- Susan E. Bauernfeind Wellness CenterSep 2022 to May 2024
- Mcleansboro City HallMay 2022 to Aug 2022
- UnemployedNov 2021 to Apr 2022
- Continental TireMay 2020 to Oct 2021
- UnemployedSep 2019 to Apr 2020
- Mcleansboro City HallMay 2019 to Aug 2019
- Mcdonald'sMay 2018 to Mar 2019
- Hamilton County Sr HighAug 2016 to Apr 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
- 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
- 7961043
- Firm CRD
- 288811