Robert Francis is a registered investment advisor, based in Maitland, FL, with 3 years of industry experience.
Location
555 Winderley Place, Suite 300, Maitland, FL, 32751
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Regulatory History
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
Robert works full-time as a financial consultant for Florida Financial Advisors, a registered investment advisor (RIA). He also dedicates a few hours per week to fixed insurance sales through Florida Financial Insurance, and works full-time as a registered representative for Trinity Wealth Securities.
Employment History
Current Registrations
Trinity Wealth Securities, L.L.C.
Trinity Wealth Securities, L.L.C.Broker
Florida Financial Advisors, LLC
State Registrations6 states
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