Savanna Halle
Investment adviser representative at Florida Financial Advisors, LLC
11 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
11 years in the industry.
- Trinity Wealth Securities, LLCDec 2025 to now
- Florida Financial Advisors, LLCAug 2025 to now
- Florida Financial Advisors dba Tristate Financial AdvisorsAug 2025 to now
- Urban OutfittersSep 2023 to Apr 2025
- Cisco Kitchen and BarJun 2021 to Jul 2025
- Lloyd's MarketJun 2021 to Sep 2021
- Dunkin DonutsJun 2021 to Aug 2021
- Country Whip IncJun 2019 to May 2021
- UnemployedJan 2015 to Jun 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
- Series 63 · Uniform Securities Agent State Law2025
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
- 8145970
- Firm CRD
- 288811