Charles Lancaster

Employer firm

Florida Financial Advisors, LLC CRD 288811

$456M regulatory AUM 4,295 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2026 → Present
  Florida Financial Advisors Dba Texas Financial Advisors​
  Dallas, TX
• 09/2024 → 05/2026
  University Of Texas At Austin
  Austin, TX
• 05/2025 → 08/2025
  Frienzy Travel
  Dallas, TX
• 05/2023 → 08/2024
  Poncho Outdoors
  Austin, TX
• 01/2023 → 05/2023
  University Of Texas At Austin
  Austin, TX
• 11/2021 → 03/2022
  Vitamin Shoppe
  Dallas, TX
• 08/2018 → 01/2023
  Highland Park Highschool
  Dallas, TX
• 06/2016 → 08/2018
  Unemployed
  Dallas, TX

Other Businesses

Florida Financial Advisors (DBA Texas Financial Advisors). Investment Related. 10100 North Central Expressway Suite 380, Dallas TX 75231. Nature of Business: RIA. Position: Financial Consultant. Start Date: 06/2026. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. Florida Financial Insurance, LLC (DBA Texas Financial Advisors). Investment-Related. 10100 North Central Expressway Suite 380, Dallas TX 75231. Nature of Business: Insurance. Position: Independent Contractor. 06/2026. 10 hours per month during trading hours (approx.). Insurance producer involved in consumer sales

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-04-15