Patrick L. Flynn
EAGLE STRATEGIES LLC
RIDGEFIELD, WA
Some features on this profile are disabled
CRD#: 4421501
Professional summary
Patrick Lohr Flynn, CFP® is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Ridgefield, Washington and NYLIFE SECURITIES LLC located in Ridgefield, Washington.
Patrick is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Patrick has worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
[OPERATING UNDER THE DBA NAME OF FLYNN INSURANCE, LLC DBA FLYN FINANCIAL PARTNERS FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; KELSO, WA; START DATE: 12/2018] [Planning Commission - City of Ridgefield, WA; The Commission is comprised of 7 volunteer citizens who advise the City Council on planning, development, and growth issues for the community.; Ridgefield City Hall 230 Pioneer Street Ridgefield, WA 98642; Start Date 02/2018; Role/Title: Board Member; Investment Related; 3 hours per month; 0 hours per month during securities trading hours; Members review city plans and makes recommendations] [Seton Catholic High School Board of Directors; Catholic High School; 9000 NE 64th Ave Vancouver, WA 98665; Start Date 11/2020; Role/Title: Member; Not Investment Related; 3 hours per month; 0 hours per month during securities trading hours;Attend monthly meetings with other members of the Board. Vote on official School activities that require Board approval. Attend School events such as awards banquets, football games, etc] [Junior Achievement; Elementary school instruction for business and econ. Curriculum designed by Junior Achievement. Instruction given at Union Ridge Elementary School (or virtual).; 330 N 5th Ave Ridgefield, WA 98642; Start Date 12/2020; Role/Title: Educator/Instructor; Not Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [Hillhurst Homeowners Association; Homeowners association for my neighborhood.; 12503 SE Mill Plain Blvd #260 Vancouver, WA 98684; Start Date 03/2021; Role/Title: Architecture Committee Member; Investment Related; 1 hours per month; 0 hours per month during securities trading hours; Committee approves or declines homeowner request for street facing remodels, out buildings, paint, landscape changes] [Notary Public; Notary services; 1325 S 8th Way Ridgefield, WA 98642; Start Date 09/2022; Role/Title: Independent Contractor; Not Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 1325 S 8th Way Ridgefield, WA 98642; Start Date 01/2023; Role/Title: Owner; Investment Related; 1 hours per month; 1 hours per month during securities trading hours; Owner and only licensed sales person.][Estate Planning Council of Southwest Washington; Group of CPAs, Lawyers, Insurance, Trust, Financial professionals that meet 9x year to discuss/learn.; 111 SW Fifth Ave, Suite 3675 Portland, OR 97204; Start Date 06/2025; Role/Title: President; Investment Related; 3 hours per month; 0 hours per month during securities trading hours; Organize and run monthly Board of Directors meetings. Make introductory comments during monthly dinner]
CRS (Client Relationship Summary) - RIA
Click below to view Patrick Lohr Flynn's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2012
Experience
Current
May 29, 2012 - Present
EAGLE STRATEGIES LLC
RIA
CRD#: 110826
RIDGEFIELD, WA
Current
May 3, 2012 - Present
NYLIFE SECURITIES LLC
BD
CRD#: 5167
RIDGEFIELD, WA
Past
April 19, 2007 - April 23, 2012
MCBEE ADVISORS, INC.
RIA
CRD#: 143223
BELLEVUE, WA
Past
July 29, 2004 - April 17, 2012
SSN ADVISORY, INC.
RIA
CRD#: 126090
BELLEVUE, WA
Past
July 20, 2004 - April 17, 2012
SECURITIES SERVICE NETWORK, LLC
BD
CRD#: 13318
BELLEVUE, WA
Past
March 5, 2003 - July 26, 2004
HORNOR, TOWNSEND & KENT, LLC
RIA
CRD#: 4031
BELLEVUE, WA
Past
December 4, 2001 - July 26, 2004
HORNOR, TOWNSEND & KENT, LLC
BD
CRD#: 4031
CONSHOHOCKEN, PA
Past
July 23, 2001 - November 26, 2001
VOYA FINANCIAL ADVISORS, INC.
BD
CRD#: 2882
WINDSOR, CT
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
ES
EAGLE STRATEGIES LLC
EAGLE STRATEGIES CORP | EAGLE STRATEGIES LLC
CRD#: 110826 / SEC#: 801-32987
RIA
Registered Investment Advisory firm - (10/14/1988 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(2/12/2019)
RR
California(6/16/2016)
RR
Colorado(5/14/2025)
RR
Florida(4/25/2024)
RR
Idaho(1/26/2016)
RR
Montana(8/31/2021)
RR
North Carolina(9/26/2022)
RR
Ohio(8/5/2020)
RR
Oregon(5/3/2012)
IAR
Oregon(5/29/2012)
RR
South Carolina(1/5/2024)
RR
Texas(7/25/2024)
IAR
Texas(7/26/2024)
RR
Utah(5/19/2022)
RR
Washington(5/9/2012)
IAR
Washington(10/8/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
ES
EAGLE STRATEGIES LLC
EAGLE STRATEGIES CORP | EAGLE STRATEGIES LLC
CRD#: 110826 / SEC#: 801-32987
RIA
Registered Investment Advisory firm - (10/14/1988 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
51 Madison Avenue 12th Floor, New York, NY 10010
Mailing Address
51 Madison Avenue Floor 3b, Room 0304, New York, NY 10010
Phone number
(888) 695-3245
Established
Firm type
Fiscal year end
# of Employees
2,804
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 111,361 |
| AUM (Assets Under Management) | $ 25,395,380,570 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/24/2025 | ||
| 04/25/2024 | ||
| 12/20/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
