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Brian M Flanagan

TIM LOONEY INVESTMENTS, LLC·LONGWOOD, Florida
Clean recordTIM 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Brian M Flanagan is a registered financial advisor based in LONGWOOD, Florida, affiliated with TIM LOONEY INVESTMENTS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
TIM LOONEY INVESTMENTS, LLC
TIM LOONEY INVESTMENTS, LLC
AUM
$362M
Regulatory assets under management
Employees
4
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4728629
Firm CRD# 164413
View on FINRA BrokerCheck →

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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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