Brendan Flick, financial advisor Winter Park FL
90 score

Brendan Flick

CRD 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 3 years of experience in the finance industry.

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Company Name Location Dates Years
Flick Consulting, LLC Winter Park, FL May 2015 - Current 1
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 9
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
Contact Info for Brendan J. Flick
Phone Number: 727-567-5877
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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