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.
See Disclosures
General Information
Firm Start Year
2019
No. of Employees
5-9
Firm CRD#
283816
Name of Custodial Firm
Charles Schwab and Fidelity
Years of Experience in Financial Services
52
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
Yes
Acknowledged fiduciary
Yes
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
400
Firm's Number of Planning Clients
400
Firm's Number of Managed Clients
400
Compensation and Fees
Fee Structure
Fee-Only
Minimum Portfolio Size for New Managed Accounts
$50,000
Compensation Methods
Flat Fee
Disclosures
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.financialplanners.net/disclosure/1889360/financialplanners-Flagship-Financial-Advisors-detailed-disclosure.html