Lorenzo Penn
Lorenzo Penn is a registered investment advisor at Florida Financial Advisors, LLC, based in Austin, TX, with 1 years of industry experience. Lorenzo 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
Firm Size
IM Fee
Assets Under Management
Location
3301 Northland Dr, Suite 405, Austin, TX, 78731
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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
Lorenzo works as a financial consultant for Florida Financial Advisors (DBA Texas Financial Advisors) full-time. He also sells fixed insurance through Florida Financial Insurance (DBA Texas Financial Advisors) for a few hours per week and works as a wellness advisor at Stretch Zone about half his time.
Employment History
Current Registrations
Florida Financial Advisors, LLC
State Registrations2 states
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