Kyle Flinton
Kyle Flinton is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Leesburg, VA, with 7 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
Leesburg, VA
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kyle owns rental real estate property and is an agent for non-variable insurance products, dedicating minimal time to each. He is also an associate/employee at Sovereign Wealth Strategies Group, working as a wealth management advisor and spending minimal time on this role.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Raymond James Financial Services, INC.
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
State Registrations39 states
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