Randy Flicker
Randy Flicker is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Kalispell, MT, with 18 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
25 2nd Avenue West, Kalispell, MT, 59901
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Regulatory History
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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Randy is an independent contractor preparing taxes for Freedom Tax, dedicating minimal time. He is also an independent contractor and owner for Snow Peak Wealth Advisors, taking about half of Randy's time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
State Registrations25 states
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