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Austen Jacob Carpenter

Investment adviser representative at Florida Financial Advisors, LLC
11 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

11 years in the industry.

  1. Trinity Wealth Securities, LLCFeb 2026 to now
  2. Florida Financial Advisors, LLCOct 2025 to now
  3. Florida Financial Advisors dba Tristate Financial AdvisorsOct 2025 to now
  4. Dominos PizzaSep 2025 to Feb 2026
  5. Kech Inc.Nov 2022 to Jun 2025
  6. Insight GlobalJul 2022 to Sep 2022
  7. UnemployedSep 2021 to Aug 2022
  8. Kech Inc.May 2021 to Aug 2021
  9. UnemployedJan 2020 to May 2021
  10. Harris TeeterMay 2019 to Jan 2020
  11. UnemployedJan 2015 to May 2019

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, 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
8176368
Firm CRD
288811
Advisor's SEC record (opens in a new tab)
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