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 65
Industry experience
< 1 year
Vicky Lin is a financial consultant at Florida Financial Advisors, LLC and holds the Series 65 designation. She has one year of industry experience and previously worked with Romansphere Inc and City Year AmeriCorps. Outside of finance, she has been involved with Li-Ming Chinese Academy since 2023. 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 multi-method investment process and offers portfolio management, financial planning, and pension consulting through a network of hundreds of advisers.
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.
8605 Westwood Center Drive, Suite 505
Vienna, VA 22182
Florida · Texas · Virginia
Florida Financial Advisors DBA Tristate Financial Advisors
2025 - Present (1 year)
Romansphere inc
2024 - 2025 (1 year)
City Year Americorp -Nonprofit
2024 - 2024 (1 year)
Li-Ming Chinese Academy
2023 - Present (3 years)
UNEMPLOYED
2023 - 2024 (1 year)
Virginia Commonwealth University
2019 - 2022 (3 years)
Radford University
2017 - 2019 (2 years)
Langley High 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.
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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