Joseph Flannery
Joseph Flannery is a registered investment advisor at Raymond James & Associates, INC., based in Allentown, PA, with 8 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
740 Hamilton Street, Suite 220, Allentown, PA, 18101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joseph is a board member at Sancon Valley Country Club since 2023, assisting in governing the club. This requires minimal time.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Quadrant Private Wealth Management, LLC
G-Trade Services LLCBroker
State Registrations9 states
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