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Barbara Nicole Flanagan

Dimensional Fund Advisors LP

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About Barbara Nicole Flanagan

Barbara Nicole Flanagan is a financial advisor with over 12 years of experience. Barbara Nicole Flanagan is currently registered with Dimensional Fund Advisors LP and is licensed in 49 states and the District of Columbia. Barbara Nicole Flanagan previously worked at M HOLDINGS SECURITIES, INC. and ERBEN ASSOCIATES. Barbara Nicole Flanagan specializes in portfolio management for individuals, businesses, investment companies and pooled investment vehicles. Barbara Nicole Flanagan holds the Series 6, 7, 63, and 65 licenses as well as the SIE.

Firm Information

Barbara Flanagan is currently registered with Dimensional Fund Advisors LP. Dimensional Fund Advisors LP is an investment advisor headquartered in Austin, TX. The firm manages approximately $749.62 billion in assets for a variety of clients, including investment companies, pooled investment vehicles, high-net-worth individuals, and pension and profit-sharing plans. The firm specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Dimensional Fund Advisors LP is registered with the SEC and has a total of 761 employees, including 245 investment adviser representatives and 516 registered representatives.
Dimensional Fund Advisors LP

6300 BEE CAVE ROAD

AUSTIN, TX 78746

$749.62B

Assets Under Management

1

Total Clients

217

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Barbara Flanagan’s Registration & Firm History

TX

01/05/2018 - Present

Dimensional Fund Advisors LP (AUSTIN TX)

TX

04/04/2014 - 06/08/2016

M HOLDINGS SECURITIES, INC. (AUSTIN TX)

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Licenses & Designations

IA

Issued 09/26/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/02/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/31/2018

Series 7 - General Securities Representative Examination

BC

Issued 04/04/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Barbara Nicole Flanagan.
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