AF
AF

Adam Fluckiger

14 Years of Experience
St. George, UT
Broker

Adam Fluckiger is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in St. George, UT, with 14 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

94 S. Mall Drive, Suite 103, St. George, UT, 84790

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Adam owns Flukes Financial, a pass-through business used for Raymond James business expenses and income, and North Rim Financial Group, a support company. He also serves as the head coach and committee member for the Hurricane High School Mountain Bike team, dedicating about 10-20% of his time to this non-profit activity.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
July 2022 - Present · 3 yrs 10 mos
Raymond James Financial Services Advisors, INC
July 2022 - Present · 3 yrs 10 mos
Previous Registrations
Edward Jones
October 2011 - July 2022 · 10 yrs 9 mos
Edward JonesBroker
August 2011 - July 2022 · 10 yrs 11 mos
State Registrations17 states
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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.