Unclaimed
John Andrews Flippen is a financial advisor with over 18 years of experience in the financial services industry. John is currently registered with Raymond James Financial Services Advisors, Inc. and has been with the firm since 2018. John has a broad range of experience, including serving as a financial advisor for SunTrust Investment Services, Inc. and SunTrust Advisory Services. John has obtained various licenses, including Series 66, Series 7, and Series 26.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
GA
05/03/2018 - Present
Raymond James Financial Services Advisors, Inc. (Watkinsville GA)
GA
07/25/2005 - 05/02/2018
SUNTRUST INVESTMENT SERVICES, INC. (ATHENS GA)
BOTH
Issued 08/04/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/21/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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