Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames J Flick is an investment advisor representative at Oakmonte Wealth Management. James has been in the industry since April 2019. James is registered in Florida. James also has a law firm called Flick Law Group, P.L. and is the manager of several businesses. James's designations include Chartered Financial Consultant. James's specialties include providing financial planning, pension consulting and portfolio management services for individuals. Oakmonte Wealth Management specializes in providing financial planning and portfolio management services for high net worth individuals and pension and profit sharing plans.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
FL
09/06/2019 - Present
Oakmonte Wealth Management (Orlando FL)
Active
Inactive
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