Greggory Flinn, financial advisor Telluride CO

Greggory Flinn

CRD Number: 3150485
Current Firm: Evolution Capital Strategies LLC

Greggory Flinn (CRD# 3150485) is an Investment Advisor Representative working at Evolution Capital Strategies LLC in Telluride, CO and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Climb Capital Management, LLC Telluride, CO Aug 2020 - Current 3
Evolution Capital Strategies, LLC Telluride, CO Feb 2009 - Current 15
G-sky Capital, LLC Exton, PA Nov 2004 - Current 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1999
S65 NASAA Investment Advisors Law Examination May 2018
Contact Info for Greggory J. Flinn
Phone Number: 484-356-3114
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    2
    MILLIONS
  • Total Number of Accounts
    7
    ACCOUNTS
  • Average Account Value
    $272,675
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CO

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