JH
JH

John He

2 Years of Experience
Miami Lakes, FL
BrokerSells Insurance

John He is a registered investment advisor, based in Miami Lakes, FL, with 2 years of industry experience.

Location

15500 New Barn Road, Suite 201, Miami Lakes, FL, 33014

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 financial consultant for Florida Financial Advisors (RIA) and in securities sales for Trinity Wealth Securities, dedicating full-time hours to each. He also engages in fixed insurance sales for Florida Financial Insurance and is a sole proprietor selling trading cards, spending about 10-20% of his time on the latter.

Employment History
Current Registrations
Trinity Wealth Securities, L.L.C.Broker
July 2024 - Present · 1 yr 10 mos
Florida Financial Advisors, LLC
May 2023 - Present · 3 yrs
State Registrations3 states
CTFLTX
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.
John He - Financial Advisor | TrueAdvisor