Kathryn Gagolin
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, LLCFeb 2026 to now
- Florida Financial Advisors, LLCOct 2025 to now
- Florida Financial Advisors dba Four Corners Financial AdvisorsOct 2025 to now
- Montgomery Adult Day CareJun 2023 to now
- Joyful PetsJul 2024 to Sep 2024
- Sunwater CapitalJun 2023 to Aug 2023
- University of Nevada Las VegasAug 2022 to May 2023
- Liberty Gas and Service StationJun 2022 to Aug 2022
- University of Nevada Las VegasJan 2022 to May 2022
- Valcor AutohaueDec 2021 to Jan 2022
- University of Nevada Las VegasAug 2021 to Dec 2021
- Valcor AutohausMay 2021 to Aug 2021
- University of Nevada Las VegasAug 2020 to May 2021
- The Academy of the Holy CrossAug 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, NV).
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
- 8170835
- Firm CRD
- 288811