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Charles Flinton

23 Years of Experience
Tulsa, OK
Broker

Charles Flinton is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Tulsa, OK, with 23 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

3108 E. 81st St., Tulsa, OK, 74137

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Charles is a partner at 918 Tax Doctor LLC, owner of Beta LLC and Open Plains Construction LLC, officer of Delta LLC, and partner at Taj Mahal Properties LLC. These activities take a few hours per week each.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 4 mos
Raymond James Financial Services, INC.Broker
October 2008 - Present · 17 yrs 7 mos
Previous Registrations
Raymond James Financial Services
November 2008 - January 2009 · 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2002 - October 2008 · 6 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2002 - October 2008 · 6 yrs 1 mo
State Registrations21 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.