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Cara Anne Flynt

Investment adviser representative at Red Mountain Financial Partners
19 yearsExperience
6 statesRegistered in
$225.6MFirm assets
4 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

19 years in the industry.

  1. Red Mountain Financial PartnersJan 2019 to now
  2. LPL Financial LLCJan 2019 to now
  3. Red Mountain FinancialMar 2015 to Jan 2019
  4. Linsco/private LedgerSep 2007 to Jan 2019

Exams passed

  • Series 66 · Uniform Combined State Law2009

State registrations

Registered as an investment adviser representative in 6 states (AZ, CA, CO, MT, NM, TX).

Red Mountain Financial Partners

Legal name: Red Mountain Financial Partners, LLC

$225.6MAssets managed
314Clients
3Advisers
4 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5084023
Firm CRD
174672
Advisor's SEC record (opens in a new tab)
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