Alan Smith
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, LLCJan 2025 to now
- Florida Financial Advisors dba Tristate Financial AdvisorsJan 2025 to now
- Coastal Comfort Property ManagementJul 2024 to now
- Kiawah Island ClubMay 2023 to now
- High Point UniversityAug 2022 to May 2023
- Charleston Southern UniversityAug 2018 to May 2022
- Hilton Head Preparatory SchoolAug 2014 to May 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, SC, 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
- 8027217
- Firm CRD
- 288811