Best Investors Account Sign in
Current Employers
Flagship Wealth Advisors, Llc.

301 Edgewater Place Suite 400, Wakefield, MA 01880 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED_RES 2018-01-30
  • MA RA
    APPROVED_RES
    Since 2018-01-30

Branch Locations

50 Resnik Road, Plymouth, MA 02360 • United States

301 Edgewater Place Suite 400, Wakefield, MA 01880 • 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
Royal Alliance Associates, Inc. Plymounth MA 11/2003 04/2017
Royal Alliance Associates Plymounth MA 04/2017 Present
  • 11/2003 → 04/2017
    Royal Alliance Associates, Inc.
    Plymounth, MA
  • 04/2017 → Present
    Royal Alliance Associates
    Plymounth, MA
Other Businesses

1) SMS1 LLC; INVESTMENT RELATED; 129 ALPINE ESTATES FR CRANSTON RI 02921; MANAGING MEMBER; STARTED 2005; 1 HR/MTH; 0HRS/MTH DURING ST HOURS; MANAGEMENT OF ACCOUNTS. 2) JOYAL FINANCIAL MANAGEMENT GROUP POSITION: Financial Representative NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 60 START DATE: 10/20/2015 ADDRESS: 50 Resnik Rd, Suite 300, Plymouth MA 02360, United States DESCRIPTION: Fixed AnnuitiesLife Insurance 3) JOYAL INSURANCE AGENCY POSITION: Statutory Agent NATURE: Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 40 START DATE: 10/26/2017 ADDRESS: 50 Resnik Rd, Plymouth MA 02360, United States DESCRIPTION: Insurance Sales 4) FLAGSHIP WEALTH ADVISORS POSITION: Exempted Investment Advisor Representative - this position is for soliciting purposes only NATURE: Solicitor of Flagship Wealth Advisors INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 8 START DATE: 02/01/2018 ADDRESS: 301 Edgewater Place, Suite 400, Wakefield MA 01880, United States DESCRIPTION: I refer clients to Flagship Wealth Advisors as a solicitor. 5) JOYAL CAPITAL MGT., LLC POSITION: Other - INSURANCE BROKER NATURE: Limited Liability Company - INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 10/20/2015 ADDRESS: 50 RESNIK ROAD, PLYMOUTH, MA 02360, Plymouth MA 02360, United States DESCRIPTION: Meet with clients and help them with their insurance and investment planning needs 6) STEPHEN STABILE POSITION: Other - Trustee NATURE: Other - Trustee of an ILIT for my brother Ronald Stabile INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2005 ADDRESS: 1000 Collier Boulevard, Unit #605, Marco Island FL 34145, United States DESCRIPTION: Trustee, manage Trust

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1996-07-29
  • S63 Uniform Securities Agent State Law Examination
    1996-07-29

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Plymouth, MA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor