Danielle Hope Flickinger

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2009 → 03/2017
  Wells Fargo Advisors Financial Network, Llc
  York, PA
• 03/2017 → Present
  Raymond James Financial Services, Inc
  York, PA
• 07/2009 → Present
  Integrity Wealth Strategies, Llc
  York, PA
• 03/2017 → Present
  Raymond James Financial Services Advisors Inc.
  York, PA

Previous Registrations

• 2014-04-29 → 2017-03-02
  Wells Fargo Advisors Financial Network, Llc
  York, PA

Other Businesses

(1) Name of Business: Integrity Wealth Strategies, LLC Address: 2200 E Market St, York, PA, 17402, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 07/31/2009 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 2-10 Description of duties: I am a Financial Advisor & Registered Principal, but I also do the bookkeeping for the business (i.e. payroll & bills, etc.). (2) Name of Business: Mass Mutual Address: 2200 E Market St, York, PA, 17402, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 08/01/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: To advise clients, complete application, and deliver policy.

Exams

• S66 Uniform Combined State Law Examination
  2014-04-28