Shelby Gregory
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, LLCJan 2025 to now
- Magellan Transport LogisticsJan 2025 to Oct 2025
- Florida State College of JacksonvilleSep 2020 to Dec 2024
- Marble Slab Ice CreamMar 2020 to Sep 2020
- UnemployedSep 2019 to Mar 2020
- A Bar A RanchMay 2019 to Sep 2019
- Your PieJan 2016 to Apr 2019
Exams passed
- 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
- 8208266
- Firm CRD
- 288811