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 a financial advisor with over 25 years of experience in the industry. James is currently registered with Centerpoint Advisory Group, LLC in Overland Park, KS. James has held past registrations with American Century Investment Services Inc., American Century Brokerage, Inc., LPL Financial LLC and Personal Financial Group. James has a strong background in financial planning and portfolio management. James specializes in providing financial advice to high-net-worth individuals, pension and profit sharing plans, and individuals other than high-net-worth clients.
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.
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
KS
02/15/2023 - Present
Centerpoint Advisory Group, LLC (OVERLAND PARK KS)
MO
01/15/2004 - 04/27/2004
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
MO
10/01/1995 - 07/17/2003
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
MO
04/25/2002 - 12/31/2002
AMERICAN CENTURY BROKERAGE, INC. (KANSAS CITY MO)
MO
03/26/1999 - 09/28/2000
AMERICAN CENTURY BROKERAGE, INC. (KANSAS CITY MO)
BOTH
Issued 11/25/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/29/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/1998
Series 7 - General Securities Representative Examination
BC
Issued 02/28/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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