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Brian M Flanagan

TIM LOONEY INVESTMENTS, LLC·LONGWOOD, Florida
SIE, Series 6, Series 63, Series 65Clean record15 years registeredTIM LOONEY INVESTMENTS, LLC
2180 SR 434, LONGWOOD, FL 32779CRD# 4728629Firm CRD# 164413

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brian M Flanagan · LONGWOOD, FL
Registration
CRD #4728629 · TIM LOONEY INVESTMENTS, LLC · 15 years registered
Brand Profile
Not yet started
01

Career History

TIM LOONEY INVESTMENTS, LLC
Dec 2022 – present
MML INVESTORS SERVICES, LLC
Nov 2022 – Nov 2022
LONGWOOD, FL
MML INVESTORS SERVICES, LLC
Mar 2017 – Dec 2017
LONGWOOD, FL
MSI FINANCIAL SERVICES, INC.
Jan 2011 – Mar 2017
LONGWOOD, FL
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 63
Series 65
Registration record
First registered · January 20, 2011
Years registered · 15
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
TIM LOONEY INVESTMENTS, LLC
CRD 164413 · SEC 801-76731
AUM
$362M
Regulatory assets under management
Employees
4
1,107 client accounts
Services offered by TIM LOONEY INVESTMENTS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at TIM LOONEY INVESTMENTS, LLC →
Introduction

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05

Frequently Asked Questions

What services does Brian M Flanagan offer?
Brian M Flanagan specializes in Financial Planning, Investment Management. Contact their office in LONGWOOD, Florida for a consultation.
What are Brian M Flanagan's credentials?
Brian M Flanagan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian M Flanagan located?
Brian M Flanagan is based in LONGWOOD, Florida, working with TIM LOONEY INVESTMENTS, LLC. Their office serves clients in the LONGWOOD metropolitan area and surrounding communities.
How does Brian M Flanagan charge for services?
Brian M Flanagan's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TIM LOONEY INVESTMENTS, LLC?
TIM LOONEY INVESTMENTS, LLC has approximately 4 employees and manages $362M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at TIM LOONEY INVESTMENTS, LLC

Mccully John
LONGWOOD, FL
Timothy Gerard Looney
LONGWOOD, FL

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