James Flinchum (CRD# 1379402) is an Investment Advisor Representative working at Bay Capital Advisors, LLC in Virginia Beach, VA and has over 38 years of experience in the finance industry.
CRD# 5685783
Martello Investments, LLC
CRD# 6445258
Fidelity Personal And Workplace Advisors
CRD# 1962997
Truist Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bay Capital Advisors, LLC | Virginia Beach, VA | May 2006 - Current | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1985 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2001 |
- FL
- TX
- VA
-
Total Assets Under Management155MILLIONS
-
Total Number of Accounts483ACCOUNTS
-
Average Account Value$321,221
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
- Other
FL, TX, VA
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