PF
PF
Patricia Flagg
27 Years of Experience
Farmingdale, ME
1 DisclosureBrokerSells Insurance
Patricia Flagg is a registered investment advisor, based in Farmingdale, ME, with 27 years of industry experience. Patricia is also registered as a broker, so some compensation may come from commissions on products sold.
Location
585 Maine Avenue, Suite B, Farmingdale, ME, 04344
Get directionsHistory
Regulatory History (1)
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Customer Dispute
August 2009Denied
Other 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 Wealth Services, LLCBroker
September 2025 - Present · 1 yr 1 mo
Cetera Investment Advisers LLC
September 2025 - Present · 1 yr 1 mo
Previous Registrations
Avantax Advisory Services
June 2008 - September 2025 · 17 yrs 3 mos
Avantax Investment Services, INC.Broker
January 1999 - September 2025 · 26 yrs 8 mos
State Registrations16 states
AZCACOCTFLMAMDMEMOMTNHNVPATXVAWY
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.