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Cole Morgan Lewis

Florida Financial Advisors, LLC

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About Cole Morgan Lewis

Cole Morgan Lewis is a financial advisor in Orlando, Florida. Cole has been in the financial services industry since 2023. Cole is registered with the state of Florida as an investment advisor representative (IAR) and is a registered representative (RR) with Trinity Wealth Securities, LLC. Cole is also a licensed insurance agent. Cole has a Series 65 and a Series 6TO and SIE licenses. Cole specializes in providing financial planning, portfolio management, and investment advisory services to individuals, businesses, and families. Cole is committed to helping clients reach their financial goals.

Firm Information

Cole Lewis is currently registered with Florida Financial Advisors, LLC. Florida Financial Advisors, LLC is a registered investment advisor headquartered in Tampa, Florida. The firm provides a range of financial services to individuals, including financial planning, pension consulting, and portfolio management. With over 1,371 accounts and $199,000,000 in regulatory assets under management, Florida Financial Advisors, LLC serves primarily high-net-worth individuals and individuals other than high-net-worth. They are registered with the SEC and offer wrap fee program participation.
Florida Financial Advisors, LLC

401 S 12TH ST.

TAMPA, FL 33602

$199.00M

Assets Under Management

4,539

Total Clients

364

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

2% of net worth or assets for financial planning clients

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Cole Lewis’s Registration & Firm History

FL

07/06/2023 - Present

Florida Financial Advisors, LLC (Orlando FL)

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Licenses & Designations

IA

Issued 05/05/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/23/2024

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 02/24/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Cole Morgan Lewis.
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