Tess Elizabeth Tanner
Investment adviser representative at Florida Financial Advisors, LLC
13 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
13 years in the industry.
- Trinity Wealth Securities, LLCOct 2025 to now
- Florida Financial Advisors, LLCJun 2025 to now
- Rise N Shine DinerAug 2024 to May 2025
- Beans & Brews Coffee HouseJun 2024 to Aug 2024
- Syracuse University Madrid CenterJan 2024 to May 2024
- Syracuse UnviersityAug 2023 to Dec 2023
- Pioneer Asset ManagementMay 2023 to Jul 2023
- Syracuse UniversityAug 2022 to May 2023
- Progrexion AsgMay 2022 to Aug 2022
- Syracuse UniversityAug 2021 to May 2022
- Cup-n-counters CoffeehouseJul 2020 to May 2021
- Jordan High SchoolAug 2017 to Jul 2020
- Saint John the Baptist Middle SchoolAug 2013 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 3 states (FL, 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
- 8118188
- Firm CRD
- 288811