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
Vienna, VA 22182
Credentials
Series 63, Series 65
Industry experience
< 1 year
Savanna Halle is a financial consultant at Florida Financial Advisors, LLC with Series 63 and Series 65 licenses. She has one year of industry experience, including roles at Trinity Wealth Securities, LLC and Florida Financial Advisors DBA Tristate Financial Advisors. Prior to her financial services career, she held various positions outside the industry, including at Urban Outfitters and Cisco Kitchen and Bar. Florida Financial Advisors, LLC provides investment advisory and financial planning services to a diverse client base, managing approximately $317.8 million in assets. The firm employs a multifaceted investment process and offers portfolio management, financial planning, and pension consulting through a broad network of advisers 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.
8605 Westwood Center Drive, Suite 505
Vienna, VA 22182
Florida · Texas · Virginia
Trinity Wealth Securities, LLC
2025 - Present (1 year)
Florida Financial Advisors DBA Tristate Financial Advisors
2025 - Present (1 year)
Urban Outfitters
2023 - 2025 (2 years)
Cisco Kitchen and Bar
2021 - 2025 (4 years)
Lloyd's Market
2021 - 2021 (1 year)
Dunkin Donuts
2021 - 2021 (1 year)
Country Whip Inc
2019 - 2021 (2 years)
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.
CFP®, Series 65
Reston, VA
Oakton Financial, LLC
CFA®, Series 63
Bethesda, MD
Noordzee Capital LLC
CFP®, Series 63
Chevy Chase, MD
Green View Advisors LLC
CFP®, Series 63, Series 65
Alexandria, VA
G, G, & M Financial Goals
Series 66
Alexandria, VA
Potomac Wealth Strategies, LLC
CFP®, Series 63
Fairfax, VA
David N. Hainsworth, C.P.A., P.C.
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