Brian
Flanagan
Tim Looney Investments, LLC
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About this Advisor
Brian Flanagan is a financial advisor working out of Longwood, Florida with a total of 1 year of industry experience. Flanagan is currently employed by Tim Looney Investments, LLC. The advisor has gained experience at Massachusetts Mutual Life Insurance Company, Tim Looney Investments, LLC, Mml Investors Services, LLC, Msi Financial Services, Inc, Florida Financial Group Auto & Home LLC, Metlife Securities, Inc and Metropolitan Life Insurance Company, Inc. Flanagan has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Florida and Texas. Tim Looney Investments, LLC is a registered investment business operating out of Longwood, FL. It manages $312 million in assets among its 1,061 accounts, placing it among the mid-sized firms in the United States by assets under management. Of its 1,061 client accounts, 23% belong to high-net-worth clients who have at least $1 million in assets. Tim Looney Investments, LLC performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial advisory services largely are based on which services the firm provides the client. Fee types billed by Tim Looney Investments, LLC can include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Tim Looney Investments, LLC Brokerage Details
$312,195,842
3
1,061
$294,247
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Brian Flanagan Work History
Brian has been registered as a financial advisor for 1 years.*
Tim Looney Investments, LLC
Tim Looney Investments, LLC
Florida Financial Group Auto & Home LLC
Mml Investors Services, LLC
Mml Investors Services, LLC
Massachusetts Mutual Life Insurance Company
Msi Financial Services, Inc
Msi Financial Services, Inc
Metlife Securities, Inc
Metropolitan Life Insurance Company, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Brian Flanagan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Tim Looney Investments, LLC
Longwood, FL
Longwood, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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