Financial Forum, Inc.

Financial Forum, Inc. (CRD# 307740) is a financial advisory firm headquartered in Spokane, WA. They manage $216,371,219 in 1,607 accounts and serve the financial needs of clients across 10 states (or territories).

Current Firm Details
501 N Riverpoint Blvd., Ste 104, Spokane, WA 99202
https://www.financialforum.io
By the Numbers
  • Total Assets Under Management
    216
    MILLION
  • Total Number of Accounts
    1,607
    ACCOUNTS
  • Average Account Value
    $134,643
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, ID, LA, MT, NE, OR, TX, WA

Financial Advisors at Financial Forum, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Jeffrey Comstock, financial advisor Spokane WA
Jeffrey L. Comstock
CRD#: 4538817
501 N Riverpoint Blvd., Ste 104, Spokane, WA 99202

Jeffrey Comstock (CRD# 4538817) is an Investment Advisor Representative working at Financial Forum, Inc. in Spokane, WA and has over 11 years of experience in the finance industry.

2
Landy Comstock, financial advisor Spokane WA
Landy L. Comstock
CRD#: 3268899
501 N Riverpoint Blvd., Ste 104, Spokane, WA 99202

Landy Comstock (CRD# 3268899) is an Investment Advisor Representative working at Financial Forum, Inc. in Spokane, WA and has over 24 years of experience in the finance industry.

3
Kathryn Young, financial advisor Spokane WA
Kathryn M. Young
CRD#: 5027604
501 N Riverpoint Blvd., Ste 104, Spokane, WA 99202

Kathryn Young (CRD# 5027604) is an Investment Advisor Representative working at Financial Forum, Inc. in Spokane, WA and has over 15 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals