Patrick Flynn (CRD# 4421501) is an Investment Advisor Representative working at Eagle Strategies LLC in Ridgefield, WA and has over 22 years of experience in the finance industry.
CRD# 5807693
The H Group Washington, Inc.
CRD# 1053785
Securities America Advisors, Inc.
CRD# 2881176
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Flynn Insurance, Llc Dba Flynn Financial Partners | Kelso, WA | Dec 2018 - Current | 5 |
| Nylife Securities LLC | Portland, OR | May 2012 - Current | 11 |
| Eagle Strategies LLC | Portland, OR | May 2012 - Current | 11 |
| New York Life Insurance Company | Portland, OR | Mar 2012 - Current | 12 |
| Deege Insurance, LLC | Kelso, WA | Oct 2015 - Dec 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2001 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2002 |
- OR
- WA
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Total Assets Under Management20,358MILLIONS
-
Total Number of Accounts95,287ACCOUNTS
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Average Account Value$213,647
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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