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Gregory Scott Flynn

23 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingEducation PlanningInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
36 advisors
Number of Clients
2,822 clients
Average Client Portfolio
$679K average
Assets Under Management
$1.9B

Fee Structure

Minimum Investment:$10K
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Location

2150 Post Road, Suite 201, Fairfield, CT, 06824

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Gregory operates Moneco Advisors, LLC as a DBA for his LPL business and as a registered investment advisor, dedicating nearly full-time hours to these activities. He is also a writing agent for non-variable insurance through GBS Insurance and Financial Services, spending minimal time on this.

Employment History
Current Registrations
Moneco Advisors
December 2019 - Present · 6 yrs 2 mos
LPL Financial LLCBroker
August 2004 - Present · 21 yrs 6 mos
Previous Registrations
LPL Financial LLC
August 2004 - March 2020 · 15 yrs 7 mos
Prudential Financial Planning Services
February 2003 - August 2004 · 1 yr 6 mos
Pruco Securities, LLC.Broker
November 2002 - August 2004 · 1 yr 9 mos
State Registrations11 states
CTFLILINMENHNJNYPARISC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.