Timothy
Flanagan
Ip Financial Advisory Services LLC
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About this Advisor
Timothy Flanagan is a financial advisor based in Cumberland, Rhode Island, working with Ip Financial Advisory Services LLC. Timothy has previously held positions at Next Financial Group Inc, Innovation Partners LLC, and Ip Financial Advisory Services LLC. Timothy has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Connecticut, Florida, Massachusetts, North Carolina, Rhode Island, and Vermont. Currently, Timothy is part of Ip Financial Advisory Services LLC, which operates out of Cumberland, Rhode Island. The firm has 28 offices and 92 employees. The firm manages assets totaling $297.0 million and offers a range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Ip Financial Advisory Services LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Ip Financial Advisory Services LLC Brokerage Details
$296,950,627
92
2,290
$129,673
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Timothy Flanagan Work History
Innovation Partners LLC
Ip Financial Advisory Services LLC
Next Financial Group Inc
Disclosures
Please visit the SEC profile of Timothy 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 Ip Financial Advisory Services LLC
Natick, MA
Miami, FL
Charlotte, NC
Charlotte, NC
Henderson, NV
Charlotte, NC
Charlotte, NC
Charlotte, NC
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