Nathan TwiningCRD Number: 6142269
Current Firm: Financial Plan, Inc.
Compensation Model: Fee Only
Nathan Twining (CRD# 6142269) is an Investment Advisor Representative working at Financial Plan, Inc. in Bellingham, WA. As a fee-only advisor, Nathan designs and manages custom plans to help clients make wise decisions, grow their wealth, and gain peace of mind. Through objective advice and expertise, Nathan and his team works with clients to navigate the complexities of tax, investment and estate planning issues.
Concert Wealth Management
Wells Fargo Advisors Financial Network, LLC
Waddell & Reed
|Financial Plan, Inc.||Bellingham, WA||Nov 2011 - Current||6|
|Wilson Engineering||Bellingham, WA||Jun 2006 - Oct 2011||5|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 2012|
Total Assets Under Management316MILLIONS
Total Number of Accounts1,615ACCOUNTS
Average Account Value$195,736
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, OR, TX, WA
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