Financial Research, Inc.
Financial Research, Inc. (CRD# 116963) is a financial advisory firm headquartered in Issaquah, WA. They manage $54,659,000 in 45 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management55MILLION
Total Number of Accounts45ACCOUNTS
Average Account Value$1,214,644
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
James Cowles (CRD# 852265) is an Investment Advisor Representative working at Financial Research, Inc. in Bellevue, WA and has over 27 years of experience in the finance industry. James Cowles has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.