AS
AS

Alexander Montgomery Stak

7 Years of Experience
BrokerSells Insurance
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
399 advisors
Number of Clients
1,755 clients
Average Client Portfolio
$181K average
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

Alexander works as a registered representative for Trinity Wealth Securities and as a financial consultant for Florida Financial Advisors, dedicating full-time hours to each. He 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
April 2019 - Present · 6 yrs 10 mos
Trinity Wealth Securities, L.L.C.Broker
March 2019 - Present · 6 yrs 11 mos
Previous Registrations
Ifs SecuritiesBroker
November 2018 - February 2019 · 3 mos
State Registrations3 states
FLTXWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.