Financial Research, Inc.

Financial Research, Inc. (CRD# 116963) is a financial advisory firm headquartered in Issaquah, WA. They manage $53,910,714 in 45 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    54
    MILLION
  • Total Number of Accounts
    45
    ACCOUNTS
  • Average Account Value
    $1,198,016
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

WA

Financial Advisors at Financial Research, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
James H. Cowles
CRD#: 852265
13555 Se 36th Street, #103, Bellevue, WA 98006
96
Wealthminder
score

James Cowles (CRD# 852265) is an Investment Advisor Representative working at Financial Research, Inc. in Bellevue, WA and has over 25 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.

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