Flagship Financial Advisors, LLC

Flagship Financial Advisors, LLC (CRD# 131962) is a financial advisory firm headquartered in Wakefield, MA. They manage $65,198,165 in 140 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    65
    MILLION
  • Total Number of Accounts
    140
    ACCOUNTS
  • Average Account Value
    $465,701
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
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT, FL, MA, NJ, NY

Financial Advisors at Flagship Financial Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Donald A. Joyal
CRD#: 2397903
301 Edgewater Place, Suite 400, Wakefield, MA 01880
83
Wealthminder
score

Donald Joyal (CRD# 2397903) is an Investment Advisor Representative working at Flagship Financial Advisors, LLC in Wakefield, MA and has over 23 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.