David FlinchumCRD Number: 5540399
Current Firm: Pnc Investments
David Flinchum (CRD# 5540399) is an Investment Advisor Representative working at Pnc Investments in Orlando, FL and has over 8 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Retirement Wealth Advisors, Inc.
|Pnc Investments||Palm Beach Gardens, FL||Feb 2015 - Current||3|
|Pnc Bank||Palm Beach Gardens, FL||Feb 2015 - Current||3|
|Pnc Bank||Pittsburgh, PA||Aug 2013 - Feb 2015||1|
|Pnc Investments||Pittsburgh, PA||Aug 2013 - Feb 2015||1|
|Ameritas Investment Corp||Lincoln, NE||Jul 2011 - Aug 2013||2|
|Ameritas Life Insurance Corp||Lincoln, NE||Jul 2011 - Aug 2013||2|
|Lawless, Edwards & Warren||Boca Raton, FL||Jun 2011 - Aug 2013||2|
|Union Central Life Insurance||Cincinnati, OH||Jul 2011 - Dec 2011||< 1|
|Acacia Life Insurance||Bethesda, MD||Jul 2011 - Dec 2011||< 1|
|Madison Proprietary Trading Group LLC||New York, NY||Mar 2010 - May 2011||1|
|Newbridge Securities||West Palm Beach, FL||Apr 2009 - Jan 2010||< 1|
|Seeman Holtz Financial||Hollywood, FL||Jun 2007 - Mar 2009||1|
|Unc-charlotte||Charlotte, NC||Aug 2002 - May 2007||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2009|
Total Assets Under Management11,195MILLIONS
Total Number of Accounts78,826ACCOUNTS
Average Account Value$142,023
- A percentage of assets under your management
- 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)
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