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Darrell Mitchell Avery

Flagship Harbor Advisors, LLC

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About Darrell Mitchell Avery

Darrell Avery is a financial advisor with over 20 years of experience in the financial services industry. Darrell currently works at Flagship Harbor Advisors, LLC where he provides financial planning and portfolio management services to individuals, families, and small businesses. Darrell is registered to provide investment advice in multiple states and holds several industry certifications, including the Series 7, Series 63, and Series 66 licenses. He is also a Series 24 principal.

Firm Information

Darrell Avery is currently registered with Flagship Harbor Advisors, LLC. Flagship Harbor Advisors, LLC is a Boston, MA-based registered investment advisor with approximately $3 billion in assets under management. The firm offers financial planning, portfolio management for individuals, and educational seminars. Flagship Harbor Advisors, LLC primarily serves high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, pension and profit-sharing plans, and charitable organizations. The firm also participates in wrap fee programs.
Flagship Harbor Advisors, LLC

346 COMMERCIAL STREET

BOSTON, MA 02109

$3.01B

Assets Under Management

27

Total Clients

51

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial 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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Darrell Avery’s Registration & Firm History

TN

02/03/2016 - Present

Flagship Harbor Advisors, LLC (Maryville TN)

TN

03/12/2003 - 10/13/2009

EDWARD JONES (MARYVILLE TN)

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Licenses & Designations

BOTH

Issued 01/24/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/13/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/05/2010

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/10/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Darrell Mitchell Avery.
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