Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Gerard Sonnier is a financial professional with over 2 years of experience in the financial services industry. He is a Registered Representative of Trinity Wealth Securities, LLC and holds a Series 7TO, Series 65, and SIE. Bradley works at Florida Financial Advisors, LLC, which is an independent registered investment advisor (RIA) located in Coral Gables, Florida. The firm has over 1370 clients and over $199 million in assets under management. Florida Financial Advisors, LLC specializes in providing financial planning, portfolio management, and pension consulting services.
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
FL
05/04/2023 - Present
Florida Financial Advisors, LLC (Miami Lakes FL)
LA
09/21/2020 - 04/26/2021
LPL FINANCIAL LLC (LAFAYETTE LA)
IA
Issued 04/14/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/21/2020
Series 7TO - General Securities Representative Examination
BC
Issued 02/06/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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