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Amberly Postell

5 Years of Experience
Atlanta, GA
BrokerSells Insurance

Amberly Postell is a registered investment advisor at Florida Financial Advisors, LLC, based in Atlanta, GA, with 5 years of industry experience. Amberly 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

550 Pharr Road NE, Suite 400, Atlanta, GA, 30305

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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

Amberly works as a registered representative for Trinity Wealth Securities and as a financial consultant for Florida Financial Advisors DBA Elite Wealth Advisors, both full-time positions. She also engages in fixed insurance sales through Florida Financial Insurance, dedicating a few hours per week.

Employment History
Current Registrations
Florida Financial Advisors, LLC
October 2020 - Present · 5 yrs 7 mos
Trinity Wealth Securities, L.L.C.Broker
August 2020 - Present · 5 yrs 9 mos
State Registrations3 states
ALFLGA
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.
Amberly Postell - Financial Advisor | TrueAdvisor