Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Billy? Claim Your ProfileBilly Whitaker is a registered representative and investment advisor representative associated with Florida Financial Advisors, LLC. Billy is a licensed advisor in Florida, Tennessee and Texas. Billy works with a wide range of clients, including individuals, families and high-net-worth individuals, providing financial planning and portfolio management services. Billy has been in the financial services industry since 2014. Billy earned a Series 63, Series 65, Series 6TO and SIE licenses. Billy's firm, Florida Financial Advisors, LLC, is a registered investment advisor headquartered in Tampa, Florida. Florida Financial Advisors, LLC serves individuals, families, and high-net-worth individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
2% of net worth or assets for financial planning clients
1
2
TN
07/16/2024 - Present
Florida Financial Advisors, LLC (Nashville TN)
BC
Issued 03/08/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/19/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/05/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/24/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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