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Christine Flynn

Smallwood Wealth Management

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About Christine Flynn

Christine Flynn is a financial advisor registered with the state of New Jersey. Christine is affiliated with Smallwood Wealth Management and has been in the industry for several years. Christine Flynn specializes in Financial Planning and Portfolio Management for Individuals. Christine Flynn is also a Wellness Advocate for doTERRA, where educates individuals about essential oils and is paid a commission based on sales.

Firm Information

Christine Flynn is currently registered with Smallwood Wealth Management. Smallwood Wealth Management is a wealth management firm based in Red Bank, NJ. They provide financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, and charitable organizations. The firm manages approximately $262,572,352 in assets, with approximately 874 accounts under management. They also offer a wrap fee program and participate in various advisory functions.
Smallwood Wealth Management

199 BROAD STREET

RED BANK, NJ 07701

$262.57M

Assets Under Management

40

Total Clients

8

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Christine Flynn’s Registration & Firm History

NJ

03/05/2019 - Present

Smallwood Wealth Management (RED BANK NJ)

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Licenses & Designations

IA

Issued 01/08/2016

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christine Flynn.
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