Unclaimed Profile

James Howard Flinchum

BAY CAPITAL ADVISORS, LLC·VIRGINIA BEACH, Virginia

Series 7, Series 24, Series 63, Series 66Clean record24 years registeredBAY CAPITAL ADVISORS, LLC

582 LYNNHAVEN PARKWAY, VIRGINIA BEACH, VA 23452CRD# 1379402Firm CRD# 140796

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James Howard Flinchum · VIRGINIA BEACH, VA

Registration

CRD #1379402 · BAY CAPITAL ADVISORS, LLC · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BAY CAPITAL ADVISORS, LLC

BAY CAPITAL ADVISORS, LLC

Jul 2006 – Jan 2025

VIRGINIA BEACH, VA

BEACON WEALTH ADVISORS, LLC

Sep 2005 – Jul 2006

VIRGINIA BEACH, VA

BANC OF AMERICA INVESTMENT SERVICES, INC.

Feb 2003 – Jul 2005

NORFOLK, VA

SUNTRUST SECURITIES, INC.

Jul 2002 – Dec 2002

ALEXANDRIA, VA

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Series 66

Registration record

First registered · July 10, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BAY CAPITAL ADVISORS, LLC

CRD 140796 · SEC 801-122519

AUM

$155M

Regulatory assets under management

Employees

483 client accounts

Services offered by BAY CAPITAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at BAY CAPITAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does James Howard Flinchum offer?

James Howard Flinchum specializes in Financial Planning, Investment Management, Wealth Management.

What are James Howard Flinchum's credentials?

James Howard Flinchum is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Howard Flinchum located?

James Howard Flinchum is based in VIRGINIA BEACH, Virginia, last registered with BAY CAPITAL ADVISORS, LLC.

How does James Howard Flinchum charge for services?

James Howard Flinchum's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BAY CAPITAL ADVISORS, LLC?

BAY CAPITAL ADVISORS, LLC has approximately 5 employees and manages $155M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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