Curtis Warren
Investment adviser representative at Florida Financial Advisors, LLC
12 yearsExperience
2 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, LLCDec 2025 to now
- DoordashNov 2024 to now
- Florida Financial Advisors, LLCOct 2024 to now
- Florida Financial Advisors dba Texas Financial AdvisorsOct 2024 to now
- World Financial GroupAug 2024 to Oct 2024
- Ao InternationalJan 2024 to Aug 2024
- Pika InternationalJul 2022 to Nov 2023
- U.S. Air ForceNov 2018 to Jun 2022
- TargetJan 2018 to Nov 2018
- Chic-fil-aJun 2017 to Dec 2017
- Cedar Fair Entertainment CompanyJan 2017 to Jun 2017
- UnemployedOct 2014 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 2 states (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
- 7997852
- Firm CRD
- 288811