Philip Stephens
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, LLCJul 2026 to now
- Florida Financial Advisors, LLCMay 2026 to now
- Florida Financial Advisors dba Texas Financial AdvisorsApr 2026 to now
- UnemployedSep 2025 to Apr 2026
- Beemac LogisticsMar 2025 to Sep 2025
- UnemployedJan 2025 to Mar 2025
- Ace Merchant ProcessingNov 2024 to Jan 2025
- Logical PositionMar 2024 to Nov 2024
- Nowcom CorporationOct 2023 to Feb 2024
- UnemployedMar 2023 to Mar 2024
- GynzyDec 2022 to Apr 2023
- TextbetterSep 2022 to Dec 2022
- UnemployedJul 2022 to Sep 2022
- Goco.ioMar 2021 to Jul 2022
- UnemployedJul 2020 to Mar 2021
- Sunward Steel BuildingsSep 2018 to Jul 2020
- UnemployedJun 2018 to Sep 2018
- Dishnetwork-echostarAug 2017 to Jun 2018
- UnemployedMar 2017 to Aug 2017
- IstonishFeb 2016 to Mar 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
- Series 63 · Uniform Securities Agent State Law2026
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
- 8266263
- Firm CRD
- 288811