George Flanigan, financial advisor San Diego CA
78 score

George Flanigan

CRD Number: 5953908
Current Firm: Prudential Financial Planning Services

George Flanigan (CRD# 5953908) is an Investment Advisor Representative working at Prudential Financial Planning Services in San Diego, CA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Ca Health Benefit Exchange San Diego, CA Dec 2015 - Current 1
Pruco Securities, LLC San Diego, CA Aug 2014 - Current 2
The Prudential Insurance Company Of America San Diego, CA Aug 2014 - Current 2
New City Insurance San Diego, CA Oct 2013 - Aug 2014 < 1
East West Commercial Real Estate San Diego, CA Feb 2013 - Feb 2014 1
Aviva Life And Annuity West Des Moines, IA Dec 2010 - Dec 2012 2
Brookstone Securities, Inc. San Diego, CA Mar 2012 - May 2012 < 1
United Health Care Insurance Hartford, CT Feb 2011 - Feb 2012 1
Madison National Life Madison, WI Aug 2010 - Feb 2012 1
Axa Advisors, LLC San Diego, CA Aug 2011 - Dec 2011 < 1
Unemployed San Diego, CA Aug 2009 - Nov 2010 1
Lecg, LLC Chicago, IL May 2008 - Aug 2009 1
American Intl Group Chicago, IL Sep 2006 - May 2008 1
Unemployed Normal, IL Apr 2006 - Sep 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2014
S66 NASAA Uniform Combined State Law Examination Aug 2011
S65 NASAA Investment Advisors Law Examination Oct 2014
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for George P. Flanigan
Phone Number: 800-235-7637
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    4,930
    MILLIONS
  • Total Number of Accounts
    42,153
    ACCOUNTS
  • Average Account Value
    $116,966
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
78

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