Denis O'hara
Investment adviser representative at Florida Financial Advisors, LLC
16 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
16 years in the industry.
- Trinity Wealth Securities, LLCSep 2026 to now
- Florida Financial Advisors, LLCAug 2025 to now
- Florida Financial Advisors dba Tristate Financial AdvisorsAug 2025 to now
- Great American ResturauntsMay 2022 to Jul 2025
- James Madison UniversityAug 2021 to May 2025
- Mclean Sport and HealthApr 2021 to Aug 2021
- TopgolfAug 2020 to Mar 2021
- Langley HighschoolSep 2018 to Jun 2021
- Saint Josephs Catholic SchoolSep 2010 to Jun 2018
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
- 8145991
- Firm CRD
- 288811