Richard Phelan
Investment adviser representative at Florida Financial Advisors, LLC
21 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
21 years in the industry.
- Trinity Wealth Securities, LLCOct 2025 to now
- Florida Financial Advisors, LLCJan 2025 to now
- Kelly Education ServicesOct 2024 to Jan 2025
- UnemployedApr 2021 to Sep 2024
- Elevation Energy GroupJan 2021 to Mar 2021
- UnemployedFeb 2020 to Dec 2020
- Rainbow Energy Marketing CorporationNov 2005 to Feb 2020
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
- 7964032
- Firm CRD
- 288811