Carl Flanagan, financial advisor San Antonio TX

Carl Flanagan

CRD Number: 1004911
Current Firm: Kestra Advisory Services, LLC

Carl Flanagan (CRD# 1004911) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in San Antonio, TX and has over 42 years of experience in the finance industry.

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Company Name Location Dates Years
Kestra Investment Services, LLC San Antonio, TX Jan 2018 - Current 6
Kestra Advisory Services, LLC San Antonio, TX Jan 2018 - Current 6
Sii Investments San Antonio, TX Jan 2012 - Jan 2018 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1981
S65 NASAA Investment Advisors Law Examination Sep 2007
Contact Info for Carl P. Flanagan
Phone Number: 8445537872
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    41,795
    MILLIONS
  • Total Number of Accounts
    140,407
    ACCOUNTS
  • Average Account Value
    $297,671
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
Types of Clients
Registered States

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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