Luis Zozaya is a registered investment advisor at Florida Financial Advisors, LLC, based in Vienna, VA. Luis 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
8605 Westwood Center Drive, Suite 505, Vienna, VA, 22182
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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
Luis is a financial consultant at Florida Financial Advisors (DBA Tristate Financial Advisors), a registered investment advisor, dedicating full-time hours to this role. He also engages in fixed insurance sales through Florida Financial Insurance (DBA Tristate Financial Advisors), spending a few hours per week on this activity.
Employment History
Current Registrations
Florida Financial Advisors, LLC
State Registrations2 states
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.