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Danielle Flickinger

12 Years of Experience
York, PA
BrokerSells Insurance

Danielle Flickinger is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in York, PA, with 12 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

2200 East Market Street, York, PA, 17402

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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 ActivitiesSells Insurance

Danielle is a board member for Christian School of York and an associate/employee at Integrity Wealth Strategies, LLC. She is also an agent for Mass Mutual, selling non-variable insurance.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
March 2017 - Present · 9 yrs 4 mos
Raymond James Financial Services, INC.Broker
March 2017 - Present · 9 yrs 4 mos
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
April 2014 - March 2017 · 2 yrs 11 mos
Wells Fargo Advisors Financial Network, LLCBroker
January 2014 - March 2017 · 3 yrs 2 mos
State Registrations28 states
AZCACODCDEFLHIILKSLAMAMDMEMIMOMTNCNDNJNYOHPASCTNTXVAWIWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Danielle Flickinger - Financial Advisor | TrueAdvisor