Flynn
Mcnabb

Dreher Investment Services, Inc

CRD#7830150
Investment Advisor
in San Angelo, TX

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About this Advisor

Flynn Mcnabb is a financial advisor based in San Angelo, Texas, working with Dreher Investment Services, Inc. Flynn has previously held positions at Anhauser Busch Standard Sales Company, San Angelo Country Club, San Angelo Independent School District, and Dreher Investment Services. Flynn has passed the Series 65 regulatory exam and is registered to provide services in Texas. Currently, Flynn is part of Dreher Investment Services, Inc, which operates out of San Angelo, Texas. The firm has 6 employees and manages assets totaling $221.2 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Dreher Investment Services, Inc includes asset-based fees.

Certifications and Registrations

Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets

Office Location

517 W. Twohig Avenue
San Angelo, TX 76903

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Dreher Investment Services, Inc Brokerage Details

Total Assets Under Management

$221,202,412

TX Average: $3,042,739,679
Total Number of Employees

6

TX Average: 49
Total Number of Accounts

308

TX Average: 2,315
Average Account Size

$718,190

TX Average: $1,314,358

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Flynn Mcnabb Work History

2023 - Present (1 year)

Dreher Investment Services

2023 - 2023 (< 1 year)

Anhauser Busch Standard Sales Company

2019 - 2023 (4 years)

San Angelo Country Club

2012 - 2019 (7 years)

San Angelo Independent School District

Disclosures

Please visit the SEC profile of Flynn Mcnabb 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 Dreher Investment Services, Inc

Spencer Plagens
San Angelo, TX
Flynn Mcnabb
San Angelo, TX
Rusty Taylor
San Angelo, TX
Katy Taylor
San Angelo, TX
Charles Robertson
San Angelo, TX

The content in this profile was updated by SmartAsset on 6/19/2024. 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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