Edward S Flannery

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 05/2014 → 05/2017
  Massachusetts Mutual Life Insurance Co
  Mount Pleasant, SC
• 06/2014 → 05/2017
  Mml Investors Services, Llc
  Mount Pleasant, SC
• 05/2017 → 06/2017
  Guardian Life Insurance Co Of America
  Mt. Pleasant, SC
• 06/2017 → 06/2017
  Park Avenue Securities Llc
  Mt Pleasant, SC
• 06/2017 → 12/2021
  Park Avenue Securities
  Summerville, SC
• 06/2017 → 12/2021
  Guardian Life Insurance
  Summerville, SC
• 12/2021 → Present
  Lpl Financial Llc
  Summerville, SC

Previous Registrations

• 2018-06-15 → 2021-12-16
  Park Avenue Securities Llc
  Mt Pleasant, SC
  Summerville, SC

Other Businesses

1) 12/2021- Flannery Financial Group, LLC- DBA for LPL Business (entity for LPL business)- inv. related- Summerville, SC- start date 5/2016 2) 12/2021- Flannery Financial Group, LLC- Non-Variable Insurance- Agent selling Life, Health, Accident- inv. related- Summerville, SC- start date 5/2016- 32hrs/mth 3) 12/2021- Real Estate Rental- property co-owner- inv. related- 436 Crestview Place Bisbee AZ 85603- start date 2008- 0hrs

Exams

• S66 Uniform Combined State Law Examination
  2018-05-29
• S63 Uniform Securities Agent State Law Examination
  2014-09-08

Other Names

• Edward Sean Flannery
• Eddy Flannery