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Alexander Hull Perez

Investment Adviser Representative at FFO Investments LLC

Tampa, FLCRD #6752822Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
8 yrs
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Alexander Hull Perez is an investment adviser representative with FFO Investments LLC in Tampa, FL, where they have been registered since 2026. They have worked in the securities industry since 2018 and have been registered with 4 firms, including Raymond James & Associates, Inc. and Northwestern Mutual Investment Services,llc. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Florida.

Office

1208 E. Kennedy Blvd, Suite 222
Tampa, FL 33602

Advisors at this office: 5

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Florida

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 1/22/2021
Series 63
Uniform Securities Agent State Law Examination
Passed 4/6/2017
Series 7
General Securities Representative Examination
Passed 12/15/2020
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 3/28/2017

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

FFO Investments LLCCurrent
5/20/2026 – Tampa, FL
Raymond James & Associates, Inc.
8/5/2022 – 2/26/2026St. Petersburg, FL
Northwestern Mutual Investment Services,llc
3/25/2022 – 7/26/2022St Petersburg, FL
Morgan Stanley
1/25/2021 – 6/30/2021Tampa, FL

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Morgan Stanley
    Nov 2020 – Jul 2021Temple terrace, FL
  2. Wells Fargo
    Jan 2015 – Oct 2020St Petersburg, FL
  3. Mona Lisa Tile Inc
    Jul 2021 – no end date reportedLand O Lakes, FL
  4. Northwestern Mutual Life Insurance Company
    Jan 2022 – Jul 2022Milwaukee, WI
  5. Northwestern Mutual Investment Services LLC
    Jan 2022 – Jul 2022St Petersburg, FL
  6. Raymond James & Associates, Inc.
    Aug 2022 – Feb 2026St Petersburg, FL
  7. FFO Investments LLC
    Feb 2026 – no end date reportedTampa, FL

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About FFO Investments LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
Firm account minimum
$1,000,000 (waivable)

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Comprehensive tax audits and strategy, organizational structure review, asset protection restructuring, passive income creation, coordination with existing professionals (CPA, attorney, etc.), bi-weekly high-touch advisory meetings, wealth acceleration planning, and quarterly exclusive community events for entrepreneurs.

Portfolio Management for Individuals and Small Businesses
Firm areas of expertise
Family OfficeTax StrategyWealth ManagementAsset ProtectionPassive IncomeEntrepreneurial FinanceFinancial PlanningProfessional CoordinationOrganizational StructureWealth Acceleration

Client types the firm serves

Individuals

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
5
Offices listed on AdvisorFinder:
1
Main office:
Tampa, FL
SEC file number:
801-134929

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of July 13, 2026

View full firm profile

Other advisors at FFO Investments LLC

4 other advisors in the directory

View FFO Investments LLC firm profile

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Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Alexander Hull Perez has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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