JE
JE

John Edie

5 Years of Experience
Atlanta, GA
BrokerSells Insurance

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

Location

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

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

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

Employment History
Current Registrations
Florida Financial Advisors, LLC
July 2020 - Present · 5 yrs 10 mos
Trinity Wealth Securities, L.L.C.Broker
July 2020 - Present · 5 yrs 10 mos
State Registrations9 states
ALCAFLGAILKSNCTXUT
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.