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Timothy Patrick Flanagan

Investment Adviser Representative at IP FINANCIAL ADVISORY SERVICES LLC

Cumberland, RICRD #2406878Investment Adviser Rep
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
33 yrs
States Registered
5 states
Exams Passed
4

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 5 states
FloridaMassachusettsNew YorkRhode IslandVermont
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 4/10/1997
Series 63
Uniform Securities Agent State Law Examination
Passed 10/12/1993
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 10/6/1993

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
Less than $10,0001.25%
$25,000 to $100,0001.00%
$100,000 to $250,0000.75%
Greater than $250,0000.50%
Account minimum: $25,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

IP Financial Advisory Services LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

INNOVATION PARTNERS LLCCurrent
11/9/2022Cumberland, RI
IP FINANCIAL ADVISORY SERVICES LLCCurrent
11/9/2022Cumberland, RI
NEXT FINANCIAL GROUP, INC.
8/19/200911/10/2022Cumberland, RI
MUTUAL SERVICE CORPORATION
5/10/20048/18/2009Cumberland, RI
FFP ADVISORY SERVICES INC
10/15/19975/11/2004Cumberland, RI

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Timothy Patrick Flanagan has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Timothy Patrick Flanagan - Financial Advisor in Cumberland, RI | AdvisorFinder