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 5 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Retirement Wealth Advisors, Inc.
|Raymond James Financial Services||Orlando, FL||Oct 2014 - Current||3|
|Raymond James Financial Services Advisors Inc.||Orlando, FL||Oct 2014 - Current||3|
|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|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jan 2013|
Total Assets Under Management81,239MILLIONS
Total Number of Accounts280,698ACCOUNTS
Average Account Value$289,416
- 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
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