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Glen Flanaghan

31 Years of Experience
Manchester, NH
Broker

Glen Flanaghan is a registered investment advisor at TD Private Client Wealth LLC, based in Manchester, NH, with 31 years of industry experience. Glen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 25,685 clients with $8.3B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
449 advisors
Number of Clients
25,685 clients
Average Client Portfolio
$321K average
Assets Under Management
$8.3B

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)

TD Private Client Wealth (TDPCW) offers investment management through various wrap fee programs. You'll pay a single fee that covers investment advice and the cost of trading. The fee is based on the amount of your investments, including cash. The specific fee you pay depends on the program you choose. TDPCW may offer discounts on fees at its discretion. The total fee may change over time due to changes in your account, such as the amount of assets, changes in investment managers, or investment performance.

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Location

1255 South Willow Street, Manchester, NH, 03103

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
TD Private Client Wealth LLCBroker
December 2024 - Present · 1 yr 5 mos
TD Private Client Wealth LLC
December 2024 - Present · 1 yr 5 mos
Previous Registrations
Fisher Investments
April 2024 - December 2024 · 8 mos
Charles Schwab & CO., INC.Broker
January 2022 - April 2024 · 2 yrs 3 mos
Charles Schwab & CO., INC.
January 2022 - April 2024 · 2 yrs 3 mos
TD Ameritrade, INC.Broker
January 2013 - April 2024 · 11 yrs 3 mos
TD Ameritrade Investment Management, LLC
January 2013 - September 2023 · 10 yrs 8 mos
TD Ameritrade, INC.
January 2013 - October 2022 · 9 yrs 9 mos
Ing Financial Partners, INC.Broker
August 2011 - January 2013 · 1 yr 5 mos
Ing Financial Partners, INC
August 2011 - January 2013 · 1 yr 5 mos
Prudential Investment Management Services LLCBroker
March 2007 - July 2011 · 4 yrs 4 mos
Global Portfolio Strategies, INC.
March 2007 - July 2011 · 4 yrs 4 mos
Primevest Financial Services, INC.
June 2006 - February 2007 · 8 mos
Bancnorth Investment Group, INC.Broker
May 2006 - February 2007 · 9 mos
Newalliance Investments, INC.
January 2005 - May 2006 · 1 yr 4 mos
Newalliance Investments, INC.Broker
January 2004 - May 2006 · 2 yrs 4 mos
Raymond James Financial Services, INC.Broker
October 2002 - January 2004 · 1 yr 3 mos
Liberty Life Securities LLCBroker
December 1999 - March 2002 · 2 yrs 3 mos
Liberty Securities CorporationBroker
December 1995 - December 1999 · 4 yrs
Liberty Securities CorporationBroker
October 1992 - September 1994 · 1 yr 11 mos
John Hancock Distributors, INC.Broker
February 1992 - July 1992 · 5 mos
John Hancock Mutual Life Insurance CompanyBroker
February 1992 - July 1992 · 5 mos
State Registrations14 states
CACTFLGAMAMDNCNHNMNYSCTXVAVT
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.