Alexander Flagg, financial advisor San Francisco CA

Alexander Flagg

CRD Number: 2145450
Current Firm: Sentry Advisors, LLC

Alexander Flagg (CRD# 2145450) is an Investment Advisor Representative working at Sentry Advisors, LLC in San Francisco, CA and has over 31 years of experience in the finance industry. Alexander Flagg has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Sentry Advisors, LLC San Francisco, CA Jan 2015 - Current 9
Sf Sentry Securities, Inc. San Francisco, CA Jan 2015 - Jul 2021 6
Deutsche Bank Securities Inc. New York, NY Jan 2001 - Jan 2015 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1992
S65 NASAA Investment Advisors Law Examination Jul 2004
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Alexander H. Flagg
Phone Number: 415-229-9070
Firm Website: http://sentryadv.com
Registered State(s):
  • CA
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
    3,008
    MILLIONS
  • Total Number of Accounts
    577
    ACCOUNTS
  • Average Account Value
    $5,212,971
Compensation Options
  • A percentage of assets under your management
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)
  • Other
Types of Clients
Registered States

CA, CO, NY, TX, VA, WA, WY

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