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Brian R Flynn

14 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
17 advisors
Number of Clients
928 clients
Average Client Portfolio
$4.1M average
Assets Under Management
$3.8B

Fee Structure

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Location

47 Maple Street, Suite 104, Summit, NJ, 07901

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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 ActivitiesSells Insurance

Brian is dually-registered as an investment advisor representative and a registered representative, spending most of his time as an investment advisor representative. He is also an independent insurance broker, dedicating about 10% of his time to this activity.

Employment History
Current Registrations
Journey Strategic Wealth LLC
January 2021 - Present · 5 yrs 1 mo
Purshe Kaplan Sterling InvestmentsBroker
June 2015 - Present · 10 yrs 8 mos
Previous Registrations
Dynasty Wealth Management, LLC
July 2015 - December 2018 · 3 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2011 - May 2015 · 4 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2011 - May 2015 · 4 yrs 2 mos
State Registrations12 states
CACOCTDEFLGAILINNCNJNYVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Brian R Flynn - Financial Advisor | TrueAdvisor