Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carson? Claim Your ProfileCarson David Ortez is a financial consultant at Florida Financial Advisors, LLC, an investment advisory firm based in Tampa, Florida. Carson has been in the financial services industry since 2024. Carson holds the Series 65 license and is registered in Texas. Carson specializes in financial planning, portfolio management, and selection of other advisors. Carson has worked in various roles prior to joining Florida Financial Advisors, LLC.
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
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TX
10/24/2024 - Present
Florida Financial Advisors, LLC (Austin TX)
Active
Inactive
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