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- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-14-2025
- Office Locations
- 1
Office Locations
About Flfs Advisory LLC
Finger Lakes Financial Services, Inc. and FLFS Advisory LLC provides personalized financial planning and investment guidance for individuals at every stagefrom new investors to retirees and legacy planners. The team delivers independent, comprehensive retirement, tax, estate/legacy, and insurance strategies. Securities are offered through LPL Financial; advisory services are provided through its SEC-registered RIA, FLFS Advisory LLC. Serving clients since 1983.
Team overview
Insights
Accredited Investors
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Alan David Deuel
Chief Compliance Officer, Owner
- CRD
- #4491168
- Ownership
- 50% but less than 75%
Showing 1 of 1 owners & executives
Unlock allContacts
ANGELA M BABCOCK
Registered Assistant
- CRD
- #4332669
DAVID FOOTE GWYNN
Financial Advisor
- CRD
- #232599
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $161,497,846 | $517,621 |
| Non-Discretionary | $0 | -- |
| Total | $161,497,846 | $517,621 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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