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Damian Flanigan

1 Year of Experience
Pasadena, CA
Broker

Damian Flanigan is a registered investment advisor at Raymond James & Associates, INC., based in Pasadena, CA, with 1 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

301 North Lake Avenue, Suite 1150, Pasadena, CA, 91101

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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

Damian is the CEO of ultraHealth Agency, managing two residential properties since 2003. This takes a few hours per week of his time.

Employment History
Current Registrations
Raymond James & Associates, INC.
May 2025 - Present · 1 yr
Raymond James & Associates, INC.Broker
May 2025 - Present · 1 yr
Previous Registrations
Ameriprise Financial Services, LLCBroker
November 2024 - January 2025 · 2 mos
State Registrations3 states
CACOTX
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.
Damian Flanigan - Financial Advisor | TrueAdvisor