Karen Flynn
Karen Flynn is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Orlando, FL, with 27 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
5950 Hazeltine National Drive Suite 630 Orlando, F, Suite 630, Orlando, FL, 32822
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Karen is a trustee on Timothy Messett's ILIT account since 2007, dedicating minimal time to this. She is also the owner of Retirement Solutions Group, which is a team name for their branch, and this takes minimal time as well.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
State Registrations7 states
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