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
Miami Lakes, FL 33014
Credentials
Series 65
Industry experience
2 years
Jose Toribio Camilo is a financial consultant at Florida Financial Advisors, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Trinity Wealth Securities, LLC. His background also includes roles at Loyola University Chicago and Carol Morgan School. Florida Financial Advisors, LLC provides investment advisory and financial planning services to a diverse client base including individuals, trusts, pension plans, corporations, charitable organizations, and municipal entities. The firm employs a variety of analytical methods and utilizes third-party platforms and sub-advisers to implement individualized portfolio management strategies.
Based on Florida Financial Advisors, LLC
Based on Florida Financial Advisors, LLC
Fixed financial planning fees typically ranging from $200 to $7,500, negotiable.
$0 - $250,000: 2.65% $250,001 - $500,000: 2.45% $500,001 - $1,000,000: 1.90% $1,000,001 - $3,000,000: 1.65% $3,000,001 - $5,000,000: 1.40% $5,000,001+: 1.40%
Certain Investment Adviser Representatives (IARs) are dually registered and may receive commissions from sales of securities or insurance products.
Fee-only: Fixed financial planning fees generally range from $200 to $7,500 or up to 2% of net worth or assets addressed in the plan; fees are negotiable.
15500 New Barn Road, Suite 201
Miami Lakes, FL 33014
Florida
Trinity Wealth Securities, LLC
2024 - Present (2 years)
Florida Financial Advisors
2024 - Present (2 years)
Loyola University Chicago
2022 - 2023 (1 year)
Loyola University Chicago
2017 - 2022 (5 years)
Carol Morgan School
2013 - 2017 (4 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.
Series 63, Series 65
Coral Gables, FL
Ladin Financial Group, Inc.
CFP®, ChFC®, Series 63, Series 65
Miami Beach, FL
ECF Wealth, Inc.
Series 65
Surfside, FL
Thames Asset Management, Inc
CFP®, CFA®, ChFC®, Series 63, Series 65, Series 66
Miami, FL
Mendoza Private Wealth
CFP®, Series 63
Davie, FL
Mouly Financial Management, Inc.
Series 65
Hollywood, FL
Acosta Capital Advisors
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