Lauren Winston
Investment adviser representative at Florida Financial Advisors, LLC
12 yearsExperience
4 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, LLCJan 2026 to now
- Florida Financial Advisors, LLCJun 2025 to now
- Florida Financial Advisors dba Georgia Financial AdvisorsMay 2025 to now
- UnemployedJul 2024 to Apr 2025
- Capital Markets CompanySep 2021 to Jul 2024
- Bloomberg LPSep 2018 to Sep 2021
- Awaiting Start Date for New RoleJun 2018 to Aug 2018
- Full-time EducationAug 2014 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 4 states (FL, GA, LA, 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
- 8105592
- Firm CRD
- 288811