Erinn Flanagan (CRD# 2279316) is an Investment Advisor Representative working at Flanagan Financial Management in Norwich, NY and has over 29 years of experience in the finance industry.
CRD# 2997972
Securities America Advisors, Inc.
CRD# 5065620
Milestone Consultants, Inc.
CRD# 5807031
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Flanagan Financial Management | Norwich, NY | May 2013 - Current | 11 |
| Leigh Baldwin & Company, LLC | Cazenovia, NY | Dec 2000 - Current | 23 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1994 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2013 |
- NY
-
Total Assets Under Management16MILLIONS
-
Total Number of Accounts16ACCOUNTS
-
Average Account Value$974,897
- A percentage of assets under your management
- Hourly charges
- Portfolio management for individuals and/or small businesses
- Other
NY
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