Preston Tang
Investment adviser representative at Florida Financial Advisors, LLC
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- Trinity Wealth Securities, LLCMay 2026 to now
- Florida Financial Advisors, LLCApr 2025 to now
- Vale Food CoAug 2024 to Mar 2025
- GreekhouseJul 2023 to Nov 2024
- M MontrealJun 2023 to Jul 2023
- Pineapple WillysMar 2022 to Jul 2023
- DoordashAug 2021 to Mar 2022
- Lunsford Middle School and Freedom High SchoolJan 2015 to Jun 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 8080498
- Firm CRD
- 288811