Jennifer Flickinger (CRD# 4134402) is an Investment Advisor Representative working at Tru Independence Asset Management, LLC in Corsicana, TX and has over 19 years of experience in the finance industry.
CRD# 5476449
Grand Arbor Advisors
CRD# 5324583
Edward Jones
CRD# 3082902
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Tru Independence, LLC | Portland, OR | Feb 2020 - Current | 4 |
Umpqua Investments, Inc. | Portland, OR | Nov 2010 - Feb 2020 | 9 |
Umpqua Bank | Portland, OR | Sep 2009 - Feb 2020 | 10 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jan 2005 |
- TX
-
Total Assets Under Management557MILLIONS
-
Total Number of Accounts1,215ACCOUNTS
-
Average Account Value$458,622
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AZ, CA, FL, IL, MD, NC, NY, OH, OR, PA, SC, TX, VA, WA
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