David Wills Boggess
Investment adviser representative at Florida Financial Advisors, LLC
12 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
12 years in the industry.
- Trinity Wealth Securities, LLCMay 2025 to now
- Florida Financial Advisors, LLCAug 2024 to now
- Florida Financial Advisors dba Tristate Financial AdvisorsJun 2024 to now
- Virginia Polytechnic and State UniversityAug 2023 to May 2024
- IcfMay 2023 to May 2024
- Virginia Polytechnic and State UniversityJan 2023 to May 2023
- UnemployedAug 2022 to Jan 2023
- IcfJun 2022 to Aug 2022
- Virginia Polytechnic and State UniversityJan 2022 to May 2022
- Home DepotSep 2021 to Jan 2022
- Ruppert LandscapeMay 2021 to Aug 2021
- Virginia Polytechnic and State UniversityAug 2020 to May 2021
- Ruppert LandscapeMay 2020 to Aug 2020
- Virginia Polytechnic and State UniversityAug 2019 to May 2020
- Ruppert LandscapeMay 2019 to Aug 2019
- Mercersburg AcademyAug 2018 to May 2019
- Yorktown HighschoolAug 2014 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 3 states (FL, TX, VA).
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
- 7968277
- Firm CRD
- 288811