David Teague Drotar
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.
- Trinity Wealth Securities, LLCAug 2026 to now
- Florida Financial Advisors, LLCNov 2025 to now
- Florida Financial Advisors dba Tristate Financial AdvisorsOct 2025 to now
- N/aMay 2025 to Oct 2025
- Vector MarketingJun 2024 to May 2025
- Djb ConstructionJun 2024 to Jul 2024
- N/aJan 2024 to Jun 2024
- UberAug 2023 to Jan 2024
- N/aAug 2022 to Aug 2023
- Clidro Private Wealth ManagementMay 2022 to Aug 2022
- N/aNov 2015 to May 2022
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, SC).
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
- 8187041
- Firm CRD
- 288811