Chase Flint (CRD# 6332364) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in South Ogden, UT and has over 6 years of experience in the finance industry.
CRD# 3037835
Rock House Financial
CRD# 1260613
Stratos Wealth Partners, Ltd
CRD# 5073773
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mcgarry Retirement Advisory Group | Ogden, UT | Jul 2022 - Current | 1 |
| Mcgarry Retirement Solutions, LLC | Ogden, UT | Jul 2022 - Current | 1 |
| Raymond James Financial Services, Inc. | Ogden, UT | Jul 2018 - Current | 5 |
| Raymond James Financial Services Advisors Inc. | Ogden, UT | Jul 2018 - Current | 5 |
| Lpl Financial | Layton, UT | Jun 2017 - Jul 2018 | 1 |
| Mountain America Credit Union | Layton, UT | Jun 2017 - Jul 2018 | 1 |
| Bruce A. Lefavi Securites, Inc. | Salt Lake City, UT | Jul 2015 - Jun 2017 | 1 |
| Bridge Investment Group Partners | Murray, UT | Jun 2015 - Jul 2015 | < 1 |
| George K. Baum & Company | Salt Lake City, UT | Apr 2014 - Jun 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2017 |
- UT
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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