Karen Flynn, financial advisor Altamonte Springs FL
93 score

Karen Flynn

CRD Number: 1082563
Current Firm: Raymond James Financial Services Advisors, Inc.

Karen Flynn (CRD# 1082563) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Altamonte Springs, FL and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Retirement Solutions Group Altamonte Springs, FL Aug 2014 - Current 2
Advocare New Smyrna Beach, FL Aug 2013 - Current 3
Raymond James Financial Services Advisors Altamonte Springs, FL Jan 2009 - Current 7
Strategic Wealth Accumulation Altamonte Springs, FL May 2005 - Current 11
Raymond James Financial Services, Inc. Altamonte Springs, FL Jan 1999 - Current 17
Pension Investors Corp. Maitland, FL Sep 1994 - Current 22
Pension Investors Corp Of Orlando Inc. Altamonte Springs, FL Sep 1994 - Current 22
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1999
Contact Info for Karen J. Flynn
Phone Number: 727-567-5877
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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