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Parker Long

5 Years of Experience
Orlando, FL
BrokerSells Insurance

Parker Long is a registered investment advisor at Florida Financial Advisors, LLC, based in Orlando, FL, with 5 years of industry experience. Parker 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

800 N Magnolia Ave, Suite 1650, Orlando, FL, 32803

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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

Parker works as a financial consultant for Florida Financial Advisors (RIA) and a registered representative for Trinity Wealth Securities, dedicating full-time hours to each. Parker 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
February 2021 - Present · 5 yrs 5 mos
Trinity Wealth Securities, L.L.C.Broker
February 2021 - Present · 5 yrs 5 mos
Previous Registrations
Trinity Wealth Securities, L.L.C.Broker
September 2020 - October 2020 · 1 mo
State Registrations9 states
ALCOFLGAPASCTXVAWI
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.
Parker Long - Financial Advisor | TrueAdvisor