Kevin Flynn, financial advisor Glastonbury CT

Kevin Flynn

CRD Number: 5062017
Current Firm: Wells Fargo Clearing Services, LLC

Kevin Flynn (CRD# 5062017) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Glastonbury, CT and has over 15 years of experience in the finance industry.

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Advice And Planning Services
Company Name Location Dates Years
Wells Fargo Clearing Services LLC Glastonbury, CT Dec 2017 - Current 4
Unemployed Wethersfield, CT Jun 2017 - Dec 2017 < 1
Ceros Financial Services, Inc. Wethersfield, CT Mar 2016 - Jun 2017 1
Hammond Iles Wealth Advisors Wethersfield, CT Oct 2008 - Jun 2017 8
Securities Service Network, Inc. Wethersfield, CT Nov 2008 - Mar 2016 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2005
S65 NASAA Investment Advisors Law Examination Dec 2013
Contact Info for Kevin M. Flynn
Phone Number: 314-875-3000
Registered State(s):
  • CT
  • TX
By the Numbers
  • Total Assets Under Management
    568,760
    MILLIONS
  • Total Number of Accounts
    1,434,300
    ACCOUNTS
  • Average Account Value
    $396,542
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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