Finlayson Financial Planning, Inc.
Finlayson Financial Planning, Inc. (CRD# 165631) is a financial advisory firm headquartered in , . They manage $8,600,000 in 65 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Finlayson Financial Planning, Inc.
By the Numbers
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Total Assets Under Management9MILLION
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Total Number of Accounts65ACCOUNTS
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Average Account Value$132,308
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
TX, WY
Financial Advisors at Finlayson Financial Planning, Inc.
1
Robert Elliot (CRD# 3035129) is an Investment Advisor Representative working at Finlayson Financial Planning, Inc. in Buffalo, WY and has over 26 years of experience in the finance industry.
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