Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carl? Claim Your ProfileCarl Pultz Flanagan III is an investment advisor representative at Kestra Advisory Services, LLC. Carl has been in the financial services industry since 1982. Carl works with a range of clients, including individuals, high-net-worth individuals, insurance companies, charitable organizations, corporations, and pension and profit-sharing plans. Carl provides financial planning, pension consulting, and portfolio management services. Carl is registered with the state of Texas and holds the Series 63 and Series 65 licenses.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
TX
01/04/2018 - Present
Kestra Advisory Services, LLC (San Antonio TX)
TX
01/05/2012 - 01/03/2018
SII INVESTMENTS, INC. (SAN ANTONIO TX)
TX
04/04/2007 - 01/30/2012
NFP SECURITIES, INC. (SAN ANTONIO TX)
TX
10/05/1998 - 04/13/2007
SII INVESTMENTS, INC. (AUSTIN TX)
AZ
04/03/1993 - 08/14/1998
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
PA
10/16/1981 - 03/03/1993
CIGNA SECURITIES, INC. (RADNOR PA)
IA
Issued 09/18/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/25/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 09/22/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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