James Flanagan is a CFP-designated registered investment advisor, based in Springfield, PA, with 25 years of industry experience.
Location
636 Cheyney Road, Suite 204, Springfield, PA, 19064
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James is a registered representative of 1st Global through Flanagan Capital Management, dedicating about 10-20% of his time. He is also president of James Flanagan & Associates, a CPA firm, and a board member for the charity Eagles Fly for Leukemia.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
1st Global Advisors INC
1st Global Capital CORP.Broker
State Registrations1 state
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