Unclaimed Profile

Lawrence David Flynn

CENTENNIAL WEALTH ADVISORY, LLC·TRAVERSE CITY, Michigan

SIE, Series 7, Series 63, Series 66Clean record15 years registeredCENTENNIAL WEALTH ADVISORY, LLC

701 THIRD STREET, TRAVERSE CITY, MI 49684CRD# 3120102Firm CRD# 138054

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Lawrence David Flynn · TRAVERSE CITY, MI

Registration

CRD #3120102 · CENTENNIAL WEALTH ADVISORY, LLC · 15 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CENTENNIAL WEALTH ADVISORY, LLC

CENTENNIAL WEALTH ADVISORY, LLC

Mar 2017 – Apr 2022

TRAVERSE CITY, MI

INVESTACORP ADVISORY SERVICES INC

Feb 2013 – Jan 2017

TRAVERSE CITY, MI

CETERA ADVISORS LLC

Sep 2010 – Feb 2013

TRAVERSE CITY, MI

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 66

Registration record

First registered · September 23, 2010

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CENTENNIAL WEALTH ADVISORY, LLC

CRD 138054 · SEC 801-113464

AUM

$245M

Regulatory assets under management

Employees

2,397 client accounts

Services offered by CENTENNIAL WEALTH ADVISORY, LLC

Per Form ADV

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at CENTENNIAL WEALTH ADVISORY, LLC →

Introduction

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Frequently Asked Questions

What services does Lawrence David Flynn offer?

Lawrence David Flynn specializes in Investment Management.

What are Lawrence David Flynn's credentials?

Lawrence David Flynn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lawrence David Flynn located?

Lawrence David Flynn is based in TRAVERSE CITY, Michigan, last registered with CENTENNIAL WEALTH ADVISORY, LLC.

How does Lawrence David Flynn charge for services?

Lawrence David Flynn's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CENTENNIAL WEALTH ADVISORY, LLC?

CENTENNIAL WEALTH ADVISORY, LLC has approximately 13 employees and manages $245M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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