Ilo Ai Takamatsu
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.
- Florida Financial Advisors, LLCJul 2026 to now
- Florida Financial Advisors dba Texas Financial AdvisorsJun 2026 to now
- Journey Forward MentoringJul 2025 to May 2026
- Sunsational Swim SchoolApr 2024 to Aug 2024
- Southern Methodist UniversityAug 2023 to May 2026
- Dedman Center for Lifetime SportsAug 2023 to Dec 2024
- Jinya Ramen BarMay 2023 to Aug 2023
- Houston Christian UniversityJan 2023 to May 2023
- Self-employedDec 2021 to May 2023
- Cypress Fairbanks Swim ClubMay 2020 to Dec 2021
- HomeschooledAug 2015 to May 2023
Exams passed
- Series 65 · Uniform Investment Adviser 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
- 8304558
- Firm CRD
- 288811