Unclaimed Profile

Gregory Guy Bourgea

GALLAGHER FLYNN FINANCIAL ADVISORS LLC·SOUTH BURLINGTON, Vermont

Clean record28 years registeredGALLAGHER FLYNN FINANCIAL ADVISORS LLC

55 COMMUNITY DRIVE, SOUTH BURLINGTON, VT 05403-6830CRD# 4490134Firm CRD# 116135

Profile Verification

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

Identity

Gregory Guy Bourgea · SOUTH BURLINGTON, VT

Registration

CRD #4490134 · GALLAGHER FLYNN FINANCIAL ADVISORS LLC · 28 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: GALLAGHER FLYNN FINANCIAL ADVISORS LLC

DONOHUE WEALTH MANAGEMENT LLC

Jul 1998 – Jul 2020

BURLINGTON, VT

Registrations & Exams

Registration record

First registered · July 22, 1998

Years registered · 28

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GALLAGHER FLYNN FINANCIAL ADVISORS LLC

CRD 116135 · SEC 801-68719

AUM

$48M

Regulatory assets under management

Employees

108 client accounts

Services offered by GALLAGHER FLYNN FINANCIAL ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at GALLAGHER FLYNN FINANCIAL ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Gregory Guy Bourgea offer?

Gregory Guy Bourgea specializes in Financial Planning, Investment Management.

What are Gregory Guy Bourgea's credentials?

Gregory Guy Bourgea is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gregory Guy Bourgea located?

Gregory Guy Bourgea is based in SOUTH BURLINGTON, Vermont, last registered with GALLAGHER FLYNN FINANCIAL ADVISORS LLC.

How does Gregory Guy Bourgea charge for services?

Gregory Guy Bourgea's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions, other: solicitor/referral fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GALLAGHER FLYNN FINANCIAL ADVISORS LLC?

GALLAGHER FLYNN FINANCIAL ADVISORS LLC has approximately 1 employees and manages $48M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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