Charles Adelbert Trafford
Investment adviser representative at Florida Financial Advisors, LLC
13 yearsExperience
2 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, LLCJan 2026 to now
- Florida Financial Advisors, LLCJun 2025 to now
- Florida Financial Advisors dba Tristate Financial AdvisorsJun 2025 to now
- LyftMay 2023 to now
- UberJul 2021 to now
- Walton Trailer Sales Inc.Nov 2023 to Jan 2025
- East Carolina UniversityMay 2023 to Dec 2024
- Mississippi State UniversityJul 2021 to May 2023
- Bodyquest Fitness and AerobicsOct 2020 to Jul 2021
- Mississippi Gulf Coast Community CollegeAug 2020 to May 2021
- N/aMar 2020 to Aug 2020
- United States Air Force AcademyJul 2017 to Mar 2020
- C.E. Byrd High 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 2 states (FL, NC).
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
- 8123711
- Firm CRD
- 288811