Daniel FlynnCRD Number: 4493510
Current Firm: Equitable Advisors, LLC
Daniel Flynn (CRD# 4493510) is an Investment Advisor Representative working at Equitable Advisors, LLC in Summit, NJ and has over 21 years of experience in the finance industry.
Legacy Care Wealth, LLC
Financial Life Focus, LLC
|Equitable Advisors, LLC||New York, NY||Jan 2002 - Current||21|
|Axa Advisors, LLC||New York, NY||Jan 2002 - Jun 2020||18|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2002|
Total Assets Under Management24,555MILLIONS
Total Number of Accounts75,222ACCOUNTS
Average Account Value$326,438
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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