Sean Flanagan (CRD# 7588309) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Houston, TX and has 1 year of experience in the finance industry.
CRD# 2390431
The Goff Financial Group
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
Company Name | Location | Dates | Years |
---|---|---|---|
Bank Of America, N.a. | Texas City, TX | Sep 2022 - Current | 1 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Texas City, TX | Jun 2022 - Current | 1 |
University Of Houston Clear Lake | Clear Lake, TX | Aug 2021 - Current | 2 |
Switchgear Marketing | League City, TX | Jul 2020 - Jun 2022 | 1 |
Amspec Group | Texas City, TX | Oct 2019 - Jan 2021 | 1 |
College Of The Mainland | Texas City, TX | Jan 2019 - Dec 2019 | < 1 |
Sundance Bar And Grill | League City, TX | Oct 2018 - Oct 2019 | 1 |
Unemployed | League City, TX | Jan 2018 - Oct 2018 | < 1 |
Texas Tech University | Lubbuck, TX | Aug 2014 - Jan 2018 | 3 |
Bayside Bed And Biscuit | League City, TX | Jun 2015 - Jul 2015 | < 1 |
Poseidon Pools | League City, TX | May 2014 - May 2015 | 1 |
Clear Falls Highschool | League City, TX | Aug 2010 - Jun 2014 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Oct 2022 |
- TX
-
Total Assets Under Management1,271,594MILLIONS
-
Total Number of Accounts2,911,578ACCOUNTS
-
Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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