Advisor at Florida Financial Advisors, LLC
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
Florida Financial Advisors, LLC
Location
Philadelphia, PA 19103
Credentials
Series 63, Series 65
Industry experience
2 years
Evan Anthony is a financial consultant at Florida Financial Advisors, LLC with Series 63 and Series 65 licenses and two years of industry experience. He has worked with Trinity Wealth Securities, LLC and Florida Financial Advisors DBA Tristate Financial Advisors since 2024. Florida Financial Advisors provides investment advisory and financial planning services to individuals, trusts, pension plans, corporations, charitable organizations, and municipal entities. The firm employs a multi-method investment approach and offers portfolio management through a large network of Investment Adviser Representatives.
Based on Florida Financial Advisors, LLC
Based on Florida Financial Advisors, LLC
Financial Planning Services charged as flat dollar fee or fee based on net worth/assets, negotiated per client.
$0+: Negotiable up to 2.5% annually (maximum Management Fee) Less than $100,000+: $75 annual account maintenance fee (waived if assets exceed $100,000 household basis)
Advisors may earn commissions on insurance and brokerage products through affiliated broker-dealer and insurance agencies.
Fee-only: Financial Planning Fees generally do not exceed $10,000 flat fee or 2% of net worth/assets addressed; fees are negotiated client-by-client.
1717 Arch Street, Suite 330
Philadelphia, PA 19103
Florida · Pennsylvania · Texas
Trinity Wealth Securities, LLC
2024 - Present (2 years)
Florida Financial Advisors DBA Tristate Financial Advisors
2024 - Present (2 years)
Leaf Commercial Capital
2022 - 2023 (1 year)
College - Drexel University
2020 - 2023 (3 years)
Target
2018 - 2021 (3 years)
North Allegheny High School
2016 - 2020 (4 years)
North Allegheny Middle School
2013 - 2016 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFA®
Philadelphia, PA
Carey Investment Solutions LLC
Series 66
Bensalem, PA
Conroy Capital LLC
CFP®, Series 65
Philadelphia, PA
Pocket Project
Series 65
Wayne, PA
Acadia Investment Advisors LLC
CFP®
Bryn Mawr, PA
Earndex, LLC
I founded Earndex to help others find and remain on a path to financial security. I have deep expertise in all subject areas of financial planning including investments, retirement planning, insurance, tax planning, employee benefits, estate planning, and more. My job is to ensure you stay on course to achieve your long-term financial goals. While I work with a broad range of clients, I have significant experience working with business owners, particularly with solo service providers. Outside of work, I am a dedicated husband and father of two. I enjoy skiing, golf, and cooking for family and friends.
Series 65
Philadelphia, PA
Global Portfolios, LLC
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