Makenna FlaggCRD Number: 1140635
Current Firm: Makenna & Company, Inc.
Makenna Flagg (CRD# 1140635) is an Investment Advisor Representative working at Makenna & Company, Inc. in Darien, CT and has over 37 years of experience in the finance industry. Makenna Flagg has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Park Avenue Securities LLC
Lincoln Financial Advisors Corporation
American Portfolios Advisors, Inc.
|Makenna & Company, Inc.||Darien, CT||Aug 2004 - Current||18|
|Hynes, Himmelreich, Glennon & Company||Darien, CT||Apr 2000 - Current||22|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1985|
|S65||NASAA Investment Advisors Law Examination||Dec 1997|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management6MILLIONS
Total Number of Accounts16ACCOUNTS
Average Account Value$355,971
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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