Mahak M Lakhani
Investment adviser representative at Florida Financial Advisors, LLC
10 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
10 years in the industry.
- Trinity Wealth Securities, LLCFeb 2026 to now
- Florida Financial Advisors, LLCJun 2025 to now
- Florida Financial Advisors dba Tristate Financial AdvisorsJun 2025 to now
- Home GoodsOct 2025 to May 2026
- UnemployedJan 2025 to May 2025
- George Washington Pre-college ProgramMay 2022 to Aug 2022
- George Washington Campus Living and Residential EducationSep 2021 to May 2024
- Kabob GMay 2021 to Sep 2021
- George Washington UniversityAug 2020 to Dec 2024
- KrogerAug 2020 to Jan 2021
- UnemployedMay 2020 to Aug 2020
- Brookwood High SchoolAug 2016 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 3 states (FL, TX, VA).
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
- 8109456
- Firm CRD
- 288811