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
North Charleston, SC 29418
Credentials
Series 65
Industry experience
< 1 year
Matthew Anderson is a financial consultant at Florida Financial Advisors, LLC with a Series 65 designation and less than one year of industry experience. Prior to joining the firm, he held various roles in retail and hospitality. Outside of advisory work, he has experience in fixed insurance sales. Florida Financial Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, corporations, and charitable organizations. The firm employs a multifaceted investment approach and offers portfolio management through a large network of representatives and multiple branch offices.
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.
4969 Centre Point Drive, Suite 201
North Charleston, SC 29418
Florida · South Carolina
Florida Financial Advisors DBA Tristate Financial Advisors
2025 - Present (1 year)
Soho sushi bar and restaurant
2025 - 2025 (1 year)
CVS
2021 - 2024 (3 years)
Ups
2021 - 2021 (1 year)
Dhl
2021 - 2021 (1 year)
Coastal Carolina University
2020 - 2025 (5 years)
Poogan's Southern Kitchen
2020 - 2020 (1 year)
Halls Chophouse
2019 - 2019 (1 year)
Bellacino's Pizza and Grinders
2018 - 2018 (1 year)
Ashley Ridge High School
2016 - 2020 (4 years)
Wild Ginger
2016 - 2016 (1 year)
Gregg 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.
Series 63, Series 65
Charleston, SC
Kaizen Wealth Management, LLC
Series 65
Daniel Island, SC
Reconstructing Wealth
CFP®, Series 63, Series 65
Mount Pleasant, SC
Baker Asset Management, LLC
CFP®, Series 63, Series 65
Mt. Pleasant, SC
Oak Capital Advisors, LLC
CFP®, ChFC®, Series 63, Series 66
Charleston, SC
Calidris Financial, LLC
CFA®, Series 63
Johns Island, SC
LCV Advisors LLC
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