Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Richard Flynn is an investment advisor representative associated with Regal Investment Advisors LLC. Scott is registered with the state of Minnesota. Scott is a Series 6, 7, 31, 63, and 65 licensed professional with over 20 years of experience in the financial services industry. Prior to joining Regal Investment Advisors LLC, Scott worked at Geneos Wealth Management, Inc., United Securities Alliance, Inc., Cambridge Investment Research, Inc., and FSC Securities Corporation. Scott's professional experience provides him with extensive knowledge and expertise in a variety of financial planning and investment strategies.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
Third party fees
1
2
MI
03/03/2017 - Present
Regal Investment Advisors LLC (KENTWOOD MI)
MN
03/26/2004 - 08/21/2007
GENEOS WEALTH MANAGEMENT, INC. (LAKEVILLE MN)
CO
09/02/2003 - 03/29/2004
UNITED SECURITIES ALLIANCE, INC. (GREENWOOD VILLAGE CO)
IA
12/04/2002 - 09/05/2003
CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)
GA
02/08/1999 - 12/04/2002
FSC SECURITIES CORPORATION (ATLANTA GA)
IA
Issued 04/01/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/24/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/11/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 03/18/2003
Series 7 - General Securities Representative Examination
BC
Issued 02/05/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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