Cara Flynt is a registered investment advisor at Red Mountain Financial Partners, based in Durango, CO, with 19 years of industry experience. Cara is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 314 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual fee of 1.5% of assets under management. Exact fees are negotiable and detailed in the client agreement.
Fee Estimator
Location
555 Rivergate Lane - Suite B1-107, Durango, CO, 81301
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
Cara is a Registered Representative with LPL Financial since 2019, spending about 10-20% of her time on this. She also provides investment advisory services through Red Mountain Financial Partners and has two LLCs for tax/investment purposes.
Employment History
Current Registrations
Red Mountain Financial Partners
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
State Registrations10 states
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
More Advisors
- David Rick, CFPRed Mountain Financial Partners
- Lisa Bayer, CFA, CFPOpus Financial Solutions LLC
- James Brost, CFPIntelligent Investment Management,llp
- David Burgess, CFPSummit Wealth Management
- Michael Gritis, CFPBentley Financial Group
- David Tranum, CFPWells Fargo Advisors