KevinMyers- Financial Advisor New Rochelle, NY

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About Kevin Myers

Founded in 2008, Flynn Financial Partners is a fiduciary based financial planning and investment advisory firm serving clients in over 15 states. The core of who we are is rooted in enduring trust and absolute transparency - it is the foundation from which we grow a relationship with our customers. This is what makes us different.

Our Vision & Mission Statement

Our approach allows us to make objective and independent decisions based on each client’s financial objectives. From first time investors to those securing stability for their twilight years, we are here to support, educate, and offer insight to every individual and institution that we encounter. We strive to be our clients trusted advisor to simplify financial complexity and enable our clients to focus on what matters most to them.

We start by having an in-depth conversation to examine your current situation and identify your goals. We collaborate with your other trusted advisors to analyze and evaluate your financial situation. We then create, help implement, and regularly monitor your plan to increase the likelihood of success.

Our tenured team of professionals shares a unique blend of expertise, experience, and success, as well

See Disclosures

General Information

Firm Start Year

2008

No. of Employees

10-19

CRD#

2976015

Firm CRD#

6413

States Licensed in

NY, NJ, CT, PA, FL, NV

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

Before joining F2, Kevin worked as a Wealth Management Advisor at TIAA, providing comprehensive financial planning and investment services to high-net-worth families. He also spent 16 years as a Trader for UBS and JP Morgan, specializing in international investments for institutional and sophisticated clients in NYC, London, and Hong Kong.

Advisory Services Provided

Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Risk Management, Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities

Compliance

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®, CFA^®, EA, CAIA^®

Securities Licenses

Series 7, Series 63, Series 65

Insurance and Annuity Licenses

Variable Annuity, Long Term Care, Life, Disability, Casualty, Annuity

Firm Information

Assets Managed by Advisor

$125,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$500K+

Education

Bachelors - Economics

Binghamton University
09/01/1994 -07/15/1997

Disclosures

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LPL ADV 2A

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/wiseradvisor/wiseradvisor-lpl-detailed-disclosures.pdf

Disclaimer

Securities and Retirement Plan Consulting Program advisory services offered through LPL Financial, a Registered Investment Advisor, member FINRA/SIPC. Investment advice offered through Private Advisor Group, LLC, a Registered Investment Advisor. Private Advisor Group, LLC and Flynn Financial Partners, Ltd. are separate entities from LPL Financial.

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Paladin Research Report For:

Kevin Myers

Flynn Financial Partners