Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Leggett is a Financial Consultant registered with Florida Financial Advisors, LLC. Stephen has been in the financial industry since 2012. Stephen is also a Registered Representative with Trinity Wealth Securities, LLC. Stephen is a Florida licensed investment advisor representative and holds the Series 65 securities license. Stephen specializes in financial planning, portfolio management for individuals and businesses and pension consulting. Stephen has a large book of business with 1,364 individual clients and 7 high net worth clients. Stephen is currently working at the firm’s Jacksonville, FL office.
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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FL
10/31/2024 - Present
Florida Financial Advisors, LLC (Jacksonville FL)
Active
Inactive
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