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Adam Babb

4 Years of Experience
BrokerSells Insurance

Adam Babb is a registered investment advisor, based in Winter Park, FL, with 4 years of industry experience.

Location

2745 W Fairbanks Ave, Suite 203, Winter Park, FL, 32789

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Adam is a financial consultant at Florida Financial Advisors DBA Meridian Wealth Advisors, a registered representative at Trinity Wealth Securities, and involved in fixed insurance sales through Florida Financial Insurance DBA Meridian Wealth Advisors and Florida Financial Insurance DBA Meridian Insurance, dedicating full-time hours to these activities. He also has several other business activities including ice cream sales, estate planning, and payroll processing for his S-corp, Adam Babb LLC, which take minimal time.

Employment History
Current Registrations
Trinity Wealth Securities, L.L.C.Broker
May 2022 - Present · 3 yrs 11 mos
Florida Financial Advisors, LLC
March 2022 - Present · 4 yrs 1 mo
State Registrations6 states
CACTFLRITXVT
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.
Adam Babb - Financial Advisor | TrueAdvisor