J. Flynn (CRD# 2671389) is an Investment Advisor Representative working at Moors & Cabot, Inc. in Kalispell, MT and has over 28 years of experience in the finance industry.
CRD# 4005957
Ip Financial Advisory Services LLC
CRD# 4970862
Stack Financial Management Inc.
CRD# 5572109
D.a. Davidson & Company
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Moors Cabot Inc. | Kalispell, MT | Jan 2022 - Current | 2 |
| Stifel Nicolaus & Co Inc. | Kalispell, MT | Jun 2016 - Jan 2022 | 5 |
| D.a. Davidson & Company | Kalispell, MT | Sep 1995 - Jun 2016 | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1995 |
| S65 | NASAA Investment Advisors Law Examination | Jun 1996 |
- TX
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Total Assets Under Management2,492MILLIONS
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Total Number of Accounts4,119ACCOUNTS
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Average Account Value$605,094
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- 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)
AL, AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, LA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NM, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI
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