Robert Flayhart, financial advisor Fort Myers FL
76 score

Robert Flayhart

CRD Number: 1036579
Current Firm: Park Avenue Securities LLC

Robert Flayhart (CRD# 1036579) is an Investment Advisor Representative working at Park Avenue Securities LLC in Fort Myers, FL and has over 34 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Guardian Life Insurance Co Of America Fort Myers, FL Oct 2011 - Current 5
Park Avenue Securities LLC Fort Myers, FL Oct 2011 - Current 5
Provident Mutual Philadelphia, PA Nov 1991 - Current 25
Park Avenue Securities LLC Centre Hall, PA May 1999 - Oct 2011 12
Guardian Life Insurance Company Of America Centre Hall, PA Nov 1987 - Oct 2011 23
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1982
S65 NASAA Investment Advisors Law Examination Oct 1993
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Regulatory Event
Get Details on the FINRA Advisor Check site
Contact Info for Robert M. Flayhart
Phone Number: 1-888-600-4667
Registered State(s):
  • AL
  • AZ
  • NC
  • VA
  • PA
  • DC
  • FL
  • MD
By the Numbers
  • Total Assets Under Management
    6,646
    MILLIONS
  • Total Number of Accounts
    39,311
    ACCOUNTS
  • Average Account Value
    $169,065
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
76

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