CF
CF

Chase Flint

9 Years of Experience
South Ogden, UT
Broker

Chase Flint is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in South Ogden, UT, with 9 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
Loading...

Location

952 Chambers Street, Suite #3, South Ogden, UT, 84403

Get directions

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.

Learn about disclosures →
Other Business Activities

Chase is a financial advisor and agent at McGarry Retirement Advisory Group, and an associate/employee at McGarry Retirement Advisory Group and McGarry Retirement Solutions, LLC, spending about half his time assisting advisors and receiving income. He also serves as a counselor at The Church of Jesus Christ of Latter-Day Saints, dedicating about 10-20% of his time to this role.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
August 2018 - Present · 7 yrs 9 mos
Raymond James Financial Services, INC.Broker
July 2018 - Present · 7 yrs 10 mos
Previous Registrations
LPL Financial LLC
September 2017 - July 2018 · 10 mos
LPL Financial LLCBroker
August 2017 - July 2018 · 11 mos
LPL Financial LLCBroker
July 2017 - August 2017 · 1 mo
Bruce A. Lefavi Securities, INC.Broker
July 2016 - July 2017 · 1 yr
State Registrations14 states
AZCACOFLIDKSNVNYORSCTXUTVAWA
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.