Flynn Lambert Andrew

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2005 → 02/2025
  Concourse Financial Group Securities Inc
  Atlanta, GA
• 08/2016 → 02/2025
  (Dba) Legacy Investment Advisors
  Roswell, GA
• 08/2008 → 02/2025
  Concourse Financial Group Securities Inc
  Atlanta, GA
• 02/2025 → Present
  Cetera Wealth Services, Llc
  Roswell, GA
• 02/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2008-08-20 → 2025-02-20
  Concourse Financial Group Securities, Inc.
  Atlanta, GA
  Atlanta, GA
  Roswell, GA
  Birmingham, AL

Other Businesses

1) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 08/1996; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS;

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-12-07
• S63 Uniform Securities Agent State Law Examination
  1996-08-16

Other Names

• Flynn Andrew