Skip to content

Benjamin Eric Bullock

Investment adviser representative at Florida Financial Advisors, LLC
13 yearsExperience
2 statesRegistered in
$456.1MFirm assets
3 yearsFirm in business

Are you Benjamin Eric Bullock? Claim your profile

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

13 years in the industry.

  1. Trinity Wealth Securities, LLCJan 2026 to now
  2. Florida Financial Advisors, LLCSep 2025 to now
  3. Florida Financial Advisors dba Tristate Financial AdvisorsSep 2025 to now
  4. Carmel Private Wealth AdvisorsJan 2025 to Jul 2025
  5. Old Chicago RockfordMay 2024 to Aug 2024
  6. Tier One ValetJan 2023 to Jun 2023
  7. Butler UniversityAug 2021 to May 2025
  8. AmazonMay 2021 to Aug 2021
  9. Lexus of RockfordMar 2018 to Aug 2021
  10. Rockford Christian HighschoolAug 2017 to May 2021
  11. Rockford Christian Middle SchoolAug 2013 to May 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2025
  • Series 63 · Uniform Securities Agent State Law2025

State registrations

Registered as an investment adviser representative in 2 states (FL, SC).

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
8022464
Firm CRD
288811
Advisor's SEC record (opens in a new tab)
CallContact this firm