KC
KC

Keegan Corey

5 Years of Experience
Tampa, FL
BrokerSells Insurance

Keegan Corey is a registered investment advisor at Florida Financial Advisors, LLC, based in Tampa, FL, with 5 years of industry experience. Keegan 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

6550 W Hillsborough Ave, Suite 130, Tampa, FL, 33634

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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

Keegan works as a registered representative for Trinity Wealth Securities and as a financial consultant for Florida Financial Advisors, both full-time positions. He also sells fixed insurance through Florida Financial Insurance, dedicating a few hours per week.

Employment History
Current Registrations
Florida Financial Advisors, LLC
November 2020 - Present · 5 yrs 6 mos
Trinity Wealth Securities, L.L.C.Broker
July 2020 - Present · 5 yrs 10 mos
State Registrations2 states
FLTX
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.
Keegan Corey - Financial Advisor | TrueAdvisor