Samuel Thomas Beach
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, LLCFeb 2026 to now
- Florida Financial Advisors, LLCNov 2025 to now
- Florida Financial Advisors dba Texas Financial AdvisorsNov 2025 to now
- UnemployedAug 2025 to Nov 2025
- Heartland SprinklersApr 2025 to Aug 2025
- UnemployedAug 2024 to Apr 2025
- Texas MalibuJul 2023 to Aug 2024
- Full-time EducationAug 2018 to Jul 2023
- ChicfilaJun 2018 to Dec 2018
- Home DepotJun 2017 to Jan 2018
- Full-time StudentNov 2015 to Apr 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
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
- 8189521
- Firm CRD
- 288811