Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Flanagan is an experienced financial advisor with over 30 years of experience in the industry. James has a strong focus on providing financial planning and portfolio management for individuals, businesses, and retirement plans. James is registered to provide investment advisory services in Illinois and Texas. James is affiliated with Independent Financial Group, LLC, which provides financial planning and portfolio management services to a wide range of clients, including individuals, businesses, and retirement plans. The firm has over $6 billion in assets under management.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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IL
04/10/2015 - Present
Independent Financial Group, LLC (Downers Grove IL)
IL
09/02/2009 - 04/12/2010
FSC SECURITIES CORPORATION (NAPERVILLE IL)
IL
07/21/2003 - 08/26/2009
WATERSTONE FINANCIAL GROUP, INC. (NAPERVILLE IL)
IL
03/27/2000 - 07/21/2003
RE-DIRECT SECURITIES CORP (VILLA PARK IL)
NJ
04/26/1988 - 02/15/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
04/26/1988 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 12/27/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/12/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/2001
Series 7 - General Securities Representative Examination
BC
Issued 04/25/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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