Lucas Pacheco Carvalho
Investment adviser representative at Florida Financial Advisors, LLC
10 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
10 years in the industry.
- Trinity Wealth Securities, LLCApr 2026 to now
- Florida Financial Advisors, LLCJul 2025 to now
- Florida Financial Advisors dba Tristate Financial AdvisorsJul 2025 to now
- Mayflower ClubApr 2025 to now
- Mutual of Omaha MortgageSep 2024 to Mar 2025
- UnemployedMay 2024 to Aug 2024
- City of TampaJan 2024 to May 2024
- Federal Contracts CorpsJun 2023 to Oct 2023
- University of South FloridaAug 2021 to May 2024
- Canopy By HiltonMay 2021 to Aug 2021
- University of Colorado BoulderAug 2020 to May 2021
- Champs SportsNov 2019 to Aug 2020
- Bethesda Chevy Chase HighschoolAug 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 2 states (FL, 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
- 8142300
- Firm CRD
- 288811