Katherine Wilson Turner
Investment adviser representative at Florida Financial Advisors, LLC
11 yearsExperience
1 stateRegistered 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.
- Florida Financial Advisors, LLCJun 2026 to now
- Self EmployeedMay 2025 to Aug 2025
- Westborough Country ClubMay 2025 to Aug 2025
- Ricken FinancialMay 2024 to Aug 2024
- First Watch ResturantsMay 2023 to Aug 2023
- Hacienda Mexican ResturantMay 2023 to Aug 2023
- Florida State UniversityAug 2022 to May 2026
- Dewey's PizzaAug 2021 to Jun 2022
- Honeypit SmokehouseJun 2020 to Jul 2021
- Nerinx Hall High SchoolAug 2018 to May 2022
- UnemployedMay 2015 to Jun 2020
- Brentwood Middle SchoolMay 2015 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 8297641
- Firm CRD
- 288811