Flagship Financial Advisors- Financial Advisor Brentwood, TN

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About Flagship Financial Advisors

Achievement and success often come with financial complexity. The Flagship Financial team can help simplify your financial life so you can live the life you envision. Our fact-based personalized investing approach, planning and management experience, and independence bring control and accountability to the entire relationship to better prepare you to weather surprises and minimize volatility. Using over Flagship Financial Advisors 50 Years of combined experience to guide through those challenges puts us in a position to impact lives on a daily basis. Impacting lives & that is why we love our role.

The formulation of Flagship Financial Advisors was driven by the teams desire to provide clients the best financial solutions for their situations. We are honored to work with Trusted Partners, an exceptional clientele, fostering long-term relationships - built on trust, communication and mutual respect. Our coordinated approach is opposite of how most of the industry works. As FIDUCIARIES, we are legally bound to act in your best interests. And that's NOT the norm.

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General Information

Firm Start Year

2019

No. of Employees

Firm CRD#

283816

Name of Custodial Firm

Charles Schwab and Fidelity

Years of Experience in Financial Services

Work Experience

Over 60 Years of combined experience to guide clients puts us in a position to impact lives on a daily basis. Impacting lives & that is why we love our role.

Work with the following types of clients

Non-Profit Organizations, Businesses, Individual Investors

Advisory Services Provided

Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Risk Management, Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning

Compliance

Registered Investment Advisor

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

AIF^®, CRPC^®, AAMS^®, CMFC^®

Securities Licenses

Series 66, Series 65, Series 31, Series 7, Series 6

Firm Information

Firm's Number of Clients

Firm's Number of Planning Clients

Firm's Number of Managed Clients

Compensation and Fees

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

$50,000

Compensation Methods

Flat Fee

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Our firm adheres to the FIDUCIARY STANDARD. This means we are legally and ethically held to giving our clients advice that is in their best interest. Investment advice offered through Stratos Wealth Advisors, LLC, a Registered Investment Advisor DBA Flagship Financial Advisors.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1889360/paladinregistry-Flagship-Financial-Advisors-detailed-disclosure.html

Paladin Advisors

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Paladin Research Report For:

Flagship Financial Advisors