Brendan FlickCRD Number: 6130327
Current Firm: Raymond James Financial Services Advisors, Inc.
Brendan Flick (CRD# 6130327) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Winter Park, FL and has over 4 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Alconbury Trust L.l.c
|Flick Consulting, LLC||Winter Park, FL||May 2015 - Current||2|
|Raymond James Financial Services||Orlando, FL||Oct 2014 - Current||2|
|Raymond James Financial Services Advisors Inc.||Orlando, FL||Oct 2014 - Current||2|
|Flick Law Group, P.l. (formerly Law Office Of James J. Flick)||Orlando, FL||May 2007 - Current||10|
|Cssc Investment Advisory Services||Orlando, FL||Oct 2012 - Oct 2014||2|
|University Of South Florida||Tampa, FL||Dec 2010 - Jun 2012||1|
|Valencia Community College||Orlando, FL||Sep 2008 - May 2010||1|
|University Of Centeral Florida||Orlando, FL||Sep 2005 - May 2007||1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jan 2013|
Total Assets Under Management64,210MILLIONS
Total Number of Accounts224,839ACCOUNTS
Average Account Value$285,581
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops