Fiana Marie Taplin
Investment adviser representative at Florida Financial Advisors, LLC
13 yearsExperience
3 statesRegistered in
$456.1MFirm assets
3 yearsFirm in business
Are you Fiana Marie Taplin? Claim your profile
Contact this firm
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.
- Trinity Wealth Securities, LLCMay 2025 to now
- Florida Financial Advisors, LLCApr 2025 to now
- Florida Financial Advisors dba Tristate Financial AdvisorsApr 2025 to now
- Mcgilligan's Ole Ale HouseAug 2024 to Apr 2025
- Cavanaugh's River DeckApr 2024 to Sep 2024
- The Winston Social ClubMar 2024 to Jul 2024
- UnemployedJan 2024 to Mar 2024
- Rec and RoyalMar 2022 to Jan 2024
- Full-time Student At the University of DelawareAug 2021 to Dec 2024
- HootersAug 2021 to Mar 2022
- Docklands RiverfrontMar 2021 to Aug 2021
- Full-time Education :appoquinimink High SchoolAug 2017 to May 2021
- Arby'sAug 2017 to Feb 2021
- Middleschool - Meredith Middle SchoolAug 2013 to Jun 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 3 states (FL, PA, 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
- 8078596
- Firm CRD
- 288811