Patricia Flagg
Patricia Flagg is a registered investment advisor at Cetera Investment Advisers LLC, based in Farmingdale, ME, with 27 years of industry experience. Patricia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
585 Maine Avenue, Suite B, Farmingdale, ME, 04344
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Regulatory History (1)
Customer Dispute
August 2009Other Business ActivitiesSells Insurance
Patricia sells equity indexed annuities through Avantax Insurance Agency, spending minimal time on this activity. She is also on the board of directors of a professional accounting organization and owns Flagg Financial, where she provides tax preparation services, dedicating a significant amount of her time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations16 states
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