AW
AW

Andrew Wilson

8 Years of Experience
Las Vegas, NV
BrokerSells Insurance

Andrew Wilson is a registered investment advisor at Florida Financial Advisors, LLC, based in Las Vegas, NV, with 8 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1,755 clients with $320M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
654 advisors
IM Fee
Planning only
Assets Under Management
$317.8M
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Location

2250 S Rancho Drive, Suite 235, Las Vegas, NV, 89102

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Andrew works as a financial consultant at Florida Financial Advisors and as a registered representative at Trinity Wealth Securities, dedicating full-time hours to each. He also engages in fixed insurance sales through Florida Financial Insurance, spending a few hours per week on this activity.

Employment History
Current Registrations
Florida Financial Advisors, LLC
December 2022 - Present · 3 yrs 5 mos
Trinity Wealth Securities, L.L.C.
March 2019 - Present · 7 yrs 2 mos
Trinity Wealth Securities, L.L.C.Broker
March 2019 - Present · 7 yrs 2 mos
Previous Registrations
Ifs SecuritiesBroker
April 2018 - February 2019 · 10 mos
Purshe Kaplan Sterling InvestmentsBroker
October 2017 - March 2018 · 5 mos
State Registrations3 states
FLNVTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Andrew Wilson - Financial Advisor | TrueAdvisor