Darrell
Avery

Flagship Harbor Advisors, LLC

CRD#4622963
Investment Advisor
in Maryville, TN

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About this Advisor

Darrell Avery is a financial advisor who works in Maryville, Tennessee with a total of 7 years of industry experience. Avery is an advisor for Flagship Harbor Advisors, LLC. Their career trajectory has included roles at Lpl Financial LLC and Flagship Harbor Advisors, LLC. Avery holds Series 63 and Series 66 licenses, which qualify them as a securities agent, and is able to advise clients in Tennessee. Flagship Harbor Advisors, LLC is an advisory company operating out of Boston, MA. The investment advisory business has offices in 33 locations and a total of 52 advisors. It oversees $2 billion in total assets between its 11,796 client accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm provides financial advisory services to 18 charitable organizations. Of its 11,796 customer accounts, 29% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. The firm has a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Financial advisory fee schedules usually are based on which services are provided. However, fee types charged by Flagship Harbor Advisors, LLC most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

7 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1020 William Blount Dr
Maryville, TN 37801

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Flagship Harbor Advisors, LLC Brokerage Details

Total Assets Under Management

$1,928,860,764

TN Average: $16,012,751,954
Total Number of Employees

52

TN Average: 118
Total Number of Accounts

11,796

TN Average: 4,567
Average Account Size

$163,518

TN Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Darrell Avery Work History

Darrell has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Flagship Harbor Advisors, LLC

2009 - Present (15 years)

Lpl Financial LLC

*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 Darrell Avery 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 Flagship Harbor Advisors, LLC

Nancy Andrew
Boston, MA
Irina Andreasen
Hampton, NH
Erik Jefferson
Boston, MA
Christopher Sheehan
Boston, MA
Adam Hogue
North Andover, MA
Barbara Maitland
Salem, MA
Lee Pappas
Boston, MA
Richard Anderson
Walpole, NH

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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