Dylan Flinchum

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

• 09/2022 → 12/2023
  Addepar
  Gainesville, FL
• 01/2016 → 09/2022
  Powerplan
  Gainesville, FL
• 12/2023 → Present
  Raymond James Financial Services, Inc.
  Vero Beach, FL
• 06/2024 → Present
  Raymond James Financial Services Advisors, Inc.
  Vero Beach, FL

Other Businesses

(1)Name of Business: Address: 1346 40th Avenue, Vero Beach, FL, 32960, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 05/01/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Stay informed and light communication with Property Manager to ensure property is rented and maintained (2)Name of Business: Flinchum Financial Services LLC Address: 625 Beachland Blvd Ste 2, Vero Beach, FL, 32963-1709, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/13/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor offering financial planning, guidance, and investment services to clients

Exams

• S66 Uniform Combined State Law Examination
  2024-06-07