Albert Flor
Advisor at DAI Wealth, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
DAI Wealth, LLC
Location
Fort Myers Beach, FL
Credentials
Series 66
Industry experience
5 years
About
Albert Flor is a financial advisor at DAI Wealth, LLC with five years of industry experience. He holds a Series 66 designation and has worked at DAI Wealth since 2025. Prior to this, he has been employed by Dai Securities LLC since 2020 and serves as a Boeing 767 First Officer for Delta Air Lines since 2017. Flor also served in the United States Navy for ten years. DAI Wealth, LLC provides discretionary and non-discretionary investment management and financial planning services to a diverse range of clients, including individuals, pension and profit-sharing plans, charitable organizations, corporations, trusts, and retirement plans. The firm utilizes third-party managers and platforms, conducts ongoing due diligence, and offers tailored portfolios to meet client objectives.
Client services
Based on DAI Wealth, LLC
Financial planning
Portfolio management
Selection of other advisers
Expertise
Based on DAI Wealth, LLC
Wealth management
Active portfolio management
Private / alternative investments
Retirement plans for business owners (SEP, solo 401k)
Fee options
Financial Planning and Consulting fees may also be flat fees as agreed with client.
up to 2.50% annually (negotiable, varies by account size and services)
IARs may receive commissions from sale of securities, variable annuities, alternative investments through affiliated broker-dealer DAIS.
$50 to $750 per hour for Financial Planning and Consulting services, subject to one-hour minimum.
Location
Fort Myers Beach, FL
Most active in
Albert F has reported serving >5 clients in these states in the last 12 months.
Florida
Work history
DAI Wealth LLC
2025 - Present (1 year)
Dai Securities Llc
2020 - Present (6 years)
Delta Air Lines
2017 - Present (9 years)
United States Navy
2007 - 2017 (10 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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