Michelle Jean Flynn
Investment adviser representative at Latitude Advisors, LLC
28 yearsExperience
1 stateRegistered in
$566.5MFirm assets
17 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
28 years in the industry.
- Latitude Advisors, LLCApr 2025 to now
- Gwn Securities, Inc.Jul 2018 to now
- Security Radar Integrators, Inc.Jan 2017 to now
- Health First, Inc.Feb 1998 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (FL).
Latitude Advisors, LLC
$566.5MAssets managed
1,590Clients
64Advisers
17 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
- 6988382
- Firm CRD
- 151001