JF
James J. Flick
OAKMONTE WEALTH MANAGEMENT
Orlando, FL 32812
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CRD#: 7115889
JF
Professional summary
James J Flick is a registered financial advisor currently at OAKMONTE WEALTH MANAGEMENT located in Orlando, Florida.
James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. James has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view James J Flick's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 6, 2019 - Present
OAKMONTE WEALTH MANAGEMENT
Office #1: 3700 S Conway Rd Ste 212, Orlando, FL 32812RIA
CRD#: 304150
Orlando, FL
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(9/6/2019)
Exams
Current Firm
OW
OAKMONTE WEALTH MANAGEMENT
FLICK CONSULTING LLC | OAKMONTE WEALTH MANAGEMENT | OAKEMONTE WEALTH MANAGEMENT | FLICK CONSULTING, LLC
CRD#: 304150 / SEC#:
Florida
Registered Investment Advisory firm - (9/6/2019 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3700 S Conway Rd Ste 112, Orlando, FL 32812
Mailing Address
3700 S. Conway Road Suite 100, Orlando, FL 32812
Phone number
(407) 412-9255
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 38 |
| AUM (Assets Under Management) | $ 34,379,703 |
Red Flags
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