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 63, Series 65
Industry experience
< 1 year
Nolan Cooke is a financial consultant with Florida Financial Advisors, LLC and holds Series 63 and Series 65 licenses. He began his investment-related career in 2025 with Trinity Wealth Securities, LLC and Florida Financial Advisors DBA Tristate Financial Advisors. Prior to entering the financial industry, he worked in retail and construction sectors. Florida Financial Advisors, LLC provides investment advisory and financial planning services to individuals, trusts, pension plans, corporations, charitable organizations, and municipal entities. The firm manages approximately $317.8 million in assets and employs a variety of investment analysis methods, utilizing third-party platforms and sub-advisers to implement customized portfolio 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.
4969 Centre Point Drive, Suite 201
North Charleston, SC 29418
Florida · South Carolina
Trinity Wealth Securities, LLC
2025 - Present (1 year)
Florida Financial Advisors DBA Tristate Financial Advisors
2025 - Present (1 year)
Salt Life
2023 - 2025 (2 years)
Cooke's Buildscape
2020 - 2023 (3 years)
Publix
2019 - 2020 (1 year)
Unemployed
2015 - 2019 (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
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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