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Ryan Mccallister

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.

  1. Trinity Wealth Securities, LLCMay 2025 to now
  2. Florida Financial Advisors, LLCJan 2025 to now
  3. Florida Financial Advisors dba Tristate Financial AdvisorsJan 2025 to now
  4. N/aOct 2024 to Jan 2025
  5. Holiday Inn ExpressOct 2021 to Oct 2024
  6. N/aJun 2021 to Oct 2021
  7. Southminster Retirement CommunityAug 2020 to Jun 2021
  8. N/aJan 2014 to Aug 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 (FL, NC, 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
8027905
Firm CRD
288811
Advisor's SEC record (opens in a new tab)
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