Brian Flanagan (CRD# 7583801) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Milford, CT and has 1 year of experience in the finance industry.
CRD# 2726777
Springboard Asset Management LLC
CRD# 811927
Cetera Investment Advisers LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
Company Name | Location | Dates | Years |
---|---|---|---|
Milford Bank | Milford, CT | Jun 2022 - Current | 1 |
Infinex Investments, Inc. | Meriden, CT | Jun 2022 - Current | 1 |
Total Wine & More | Milford, CT | May 2021 - Jun 2022 | 1 |
Quinnipiac University | Hamden, CT | Sep 2018 - May 2022 | 3 |
Woodruff Family Ymca | Milford, CT | Oct 2017 - Jun 2021 | 3 |
Milford Quality Landscaping | Milford, CT | Jun 2018 - Aug 2019 | 1 |
Joseph A Foran High School | Milford, CT | Sep 2014 - Jun 2018 | 3 |
East Shore Middle School | Milford, CT | Sep 2011 - Jun 2014 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jan 2024 |
- CT
-
Total Assets Under Management3,627MILLIONS
-
Total Number of Accounts8,478ACCOUNTS
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Average Account Value$427,771
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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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