Unclaimed
Drew Clemens Parr is a financial advisor with Florida Financial Advisors, LLC. Drew is also registered as a Registered Representative with Trinity Wealth Securities, LLC. Drew is licensed in Florida and Virginia and has a Series 65 license. Drew has several years of experience in the financial services industry, having worked as a Financial Consultant with Florida Financial Advisors DBA Tristate Financial Advisors, as well as other positions, prior to his current role. Drew specializes in providing financial planning services to individuals and businesses. Drew’s firm is a fee-only advisory firm.
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
VA
07/10/2024 - Present
Florida Financial Advisors, LLC (Vienna VA)
IA
Issued 06/03/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/18/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
Not sure Drew Parr is the right advisor for you? Invested Better is here to help.