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 7 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
Alconbury Trust L.l.c
|Pnc Investments||Palm Beach Gardens, FL||Feb 2015 - Current||2|
|Pnc Bank||Palm Beach Gardens, FL||Feb 2015 - Current||2|
|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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.