James Patrick Flanagan

Current Employers

Employment History

• 01/1987 → Present
  James Flanagan & Associates, Cpas
  Drexel Hill, PA
• 12/1999 → 10/2019
  1St Global Capital Corp.
  Drexel Hill, PA
• 09/2000 → 10/2019
  1St Global Advisors, Inc
  Drexel Hill, PA
• 08/2005 → 09/2025
  Avantax Insurance Services, Inc.
  Havertown, PA
• 10/2019 → 09/2025
  Avantax Investment Services, Inc.
  Havertown, PA
• 10/2019 → 09/2025
  Avantax Advisory Services
  Havertown, PA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Springfield, PA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2019-10-25 → 2025-09-05
  Avantax Advisory Services
  Springfield, PA
• 2000-10-10 → 2019-10-25
  1St Global Advisors Inc
  Drexel Hill, PA
  Havertown, PA

Other Businesses

1) FLANAGAN CAPITAL MANAGEMENT POSITION: MEMBER NATURE: FINANCIAL SERVICES INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 01/01/2004 ADDRESS: 28 West Eagle Rd Ste 204, Havertown PA 19083, United States DESCRIPTION: Registered Representative of 1st Global 2) EAGLES FLY FOR LEUKEMIA; MEMBER OF BOARD OF DIRECTORS; CHARITY; NIR; 0; 06/01/2002; 3) JAMES FLANAGAN & ASSOCIATES, CPAS; PRESIDENT; CPA Firm; NIR; 01/01/1987; CPA

Exams

• S66 Uniform Combined State Law Examination
  2000-08-25

Designations