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Bao loc john Nguyen

Investment adviser representative at Florida Financial Advisors, LLC
12 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

12 years in the industry.

  1. Trinity Wealth Securities, LLCDec 2024 to now
  2. Florida Financial Advisors, LLCJul 2024 to now
  3. WalmartJun 2021 to Jul 2024
  4. Valencia Community CollegeOct 2019 to Mar 2023
  5. UnemployedJun 2018 to Sep 2019
  6. Zeeland Public SchoolsSep 2014 to Jun 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law2024

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
7961156
Firm CRD
288811
Advisor's SEC record (opens in a new tab)
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