David Flinchum, financial advisor Orlando FL
93 score

David Flinchum

CRD 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.

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Company Name Location Dates Years
Pnc Investments Palm Beach Gardens, FL Feb 2015 - Current 1
Pnc Bank Palm Beach Gardens, FL Feb 2015 - Current 1
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
Contact Info for David N. Flinchum
Phone Number: 800-762-6111
Firm Website: http://www.pnc.com
Registered State(s):
  • FL
  • GA
By the Numbers
  • Total Assets Under Management
    11,195
    MILLIONS
  • Total Number of Accounts
    78,826
    ACCOUNTS
  • Average Account Value
    $142,023
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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)
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
93
Clean Record
This advisor has a clean track record with regulators.

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