DF
DF

Dylan Flinchum

2 Years of Experience
Vero Beach, FL
Broker

Dylan Flinchum is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Vero Beach, FL, with 2 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

625 Beachland Blvd Suite 2, Vero Beach, FL, 32963

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

Dylan owns rental real estate property and spends minimal time staying informed and communicating with the property manager. He also works at Flinchum Financial Services LLC and The Kanner Group, LLC, dedicating about half of his time or more to each.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
June 2024 - Present · 1 yr 11 mos
Raymond James Financial Services, INC.Broker
December 2023 - Present · 2 yrs 5 mos
State Registrations7 states
ALFLGAINNYVAWV
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.
Dylan Flinchum - Financial Advisor | TrueAdvisor