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Ian Carlyle Calaway

Investment adviser representative at Florida Financial Advisors, LLC
9 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

9 years in the industry.

  1. Florida Financial Advisors dba Four Corners Financial AdvisorsOct 2025 to now
  2. Trinity Wealth Securities, LLCOct 2025 to now
  3. Florida Financial Advisors, LLCSep 2024 to now
  4. Trinity Wealth Securities, LLCFeb 2025 to Sep 2025
  5. Florida Financial Advisors dba Texas Financial AdvisorsSep 2024 to Sep 2025
  6. Glacier BankMay 2023 to Aug 2023
  7. Baylor UniversityAug 2020 to Jun 2024
  8. Glacier Jet CenterJun 2020 to Aug 2022
  9. Bulldog SaloonMar 2019 to Jul 2020
  10. Wolftail Pines HoaMay 2017 to Sep 2018
  11. Whitefish High SchoolAug 2016 to Jun 2020

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 (AZ, FL, 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
7983168
Firm CRD
288811
Advisor's SEC record (opens in a new tab)
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