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Daniel Joseph Flanagan

Eversource Wealth Advisors, LLC

Birmingham, AL

Burlington, MA

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Current Employers
Eversource Wealth Advisors, Llc

3500 Colonnade Parkway Suite 150, Birmingham, AL 35243 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-08-25
  • MA RA
    APPROVED
    Since 2025-08-25

Branch Locations

3500 Colonnade Parkway Suite 150, Birmingham, AL 35243 • United States

1500 District Avenue, Burlington, MA 01803 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Commonwealth Financial Network Waltham MA 05/2015 08/2025
Canby Financial Advisors Framingham MA 05/2015 08/2025
Eversource Wealth Advisors, Llc Burlington MA 08/2025 Present
Previous Registrations
  • 2015-05-18 → 2025-08-25
    Commonwealth Financial Network
    Framingham, MA
  • 2015-06-18 → 2022-05-11
    Canby Financial Advisors
    Framingham, MA
  • 2010-01-07 → 2015-06-12
    Lexington Wealth Management, Inc.
    Lexington, MA
  • 2005-01-03 → 2010-05-03
    Calibre Advisory Services Inc.
    Waltham, MA
  • 2002-03-07 → 2004-12-16
    Tanager Financial Services Inc
    Waltham, MA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2015-06-01
S65 Uniform Investment Adviser Law Examination 2002-01-30
  • S63 Uniform Securities Agent State Law Examination
    2015-06-01
  • S65 Uniform Investment Adviser Law Examination
    2002-01-30
Designations

View on SEC IAPD

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