Yoon Lee Milling
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.
- Florida Financial Advisors, LLCMay 2026 to now
- Florida Financial Advisors dba Tristate Financial AdvisorsMay 2026 to now
- Summit Core Financial LLCJun 2025 to Mar 2026
- Outlier AiJul 2024 to Feb 2026
- New Pig CorporationMay 2024 to Jul 2024
- Ecube SolutionMay 2023 to Jul 2023
- The Pennsylvania State UniversityAug 2022 to May 2026
- Okemos High SchoolAug 2018 to Jun 2022
- Asia Pacific International School - HawaiiAug 2017 to Jun 2018
- Asia Pacific International School - SeoulJul 2016 to May 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, PA).
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
- 8274875
- Firm CRD
- 288811