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Eric Michael Flynn

Charles Schwab & CO., Inc.

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About Eric Michael Flynn

Eric Flynn is a financial advisor with over 15 years of experience in the industry. Eric currently works at Charles Schwab & CO., Inc. in the Red Bank, NJ office. Eric has a diverse range of experience, having previously worked at Morgan Stanley Smith Barney and BANC of America Investment Services, Inc. Eric holds Series 6, 7, 31, 63, and 66 licenses. Eric has also earned the SIE designation and specializes in providing financial planning and investment advice to individual clients.

Firm Information

Eric Flynn is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

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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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Eric Flynn’s Registration & Firm History

NJ

05/13/2011 - Present

Charles Schwab & CO., Inc. (Red Bank NJ)

NV

04/30/2010 - 04/11/2011

MORGAN STANLEY SMITH BARNEY (RENO NV)

NV

04/16/2007 - 01/29/2009

BANC OF AMERICA INVESTMENT SERVICES, INC. (RENO NV)

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Licenses & Designations

BOTH

Issued 05/25/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/16/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/01/2010

Series 31 - Futures Managed Funds Examination

BC

Issued 04/20/2010

Series 7 - General Securities Representative Examination

BC

Issued 04/13/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Eric Michael Flynn.
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