LPL Financial
37yrs
Top advisor by experience in North Charleston
2yrs
Alan Smith
Financial advisor at Florida Financial Advisors
Based in North Charleston, South Carolina, Alan Smith is a fiduciary financial advisor with 2 years of industry experience. Alan has been with Florida Financial Advisors since 2025. Florida Financial Advisors offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 67 advisors with offices in North Charleston, and one of 64 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?More experience than 66% of advisors at Florida Financial Advisors
Office4969 Centre Point Drive Suite 201, North Charleston, SC 29418
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$151,791
Advisors at the firm847
States licensed ?1 state
Services through Florida Financial Advisors
Financial planningInvestment management for individuals and small businessesChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Jan 2025 – nowFlorida Financial Advisors, LLCCurrent firm
Questions to ask Alan
Tailored to Alan’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Alan
How do I contact Alan?
Call Florida Financial Advisors at (813) 333-1683 and ask for Alan Smith. Alan works from the North Charleston, SC office.
How long has Alan been a financial advisor?
Alan has been in the industry since 2024, about 2 years. More experience than 66% of advisors at Florida Financial Advisors.
What licenses does Alan hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Alan a fiduciary?
Alan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Alan paid?
Florida Financial Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Alan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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