GF
CFP
GF
CFP

Gregory Flanagan

23 Years of Experience
Texarkana, TX
Broker

Gregory Flanagan is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Texarkana, TX, with 23 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

5802 Summerfield Dr, Texarkana, TX, 75503

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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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Other Business Activities

Gregory is an owner of FA Financial Partners, LLC, a support company, and dedicates about 10-20% of his time to management and supervision. This activity is not investment-related.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
March 2011 - Present · 15 yrs 4 mos
Raymond James Financial Services, INC.Broker
March 2011 - Present · 15 yrs 4 mos
Previous Registrations
Metlife Securities INC.
July 2002 - March 2011 · 8 yrs 8 mos
Metlife Securities INC.Broker
April 2002 - March 2011 · 8 yrs 11 mos
Metropolitan Life Insurance CompanyBroker
April 2002 - July 2007 · 5 yrs 3 mos
State Registrations42 states
AKALARAZCACOCTFLGAIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNENHNMNVNYOHOKORPASCSDTNTXUTVAWAWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.