Financially Speaking Inc.

Financially Speaking Inc. (CRD# 106255) is a financial advisory firm headquartered in Greenwood Village, CO. They manage $112,051,000 in 607 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    112
    MILLION
  • Total Number of Accounts
    607
    ACCOUNTS
  • Average Account Value
    $184,598
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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.

CA, CO, NE, NV, TX, WA

Financial Advisors at Financially Speaking Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Philip H. Luccock
CRD#: 1212096
5460 S. Quebec St, Ste 350, Greenwood Village, CO 80111
96
Wealthminder
score

Philip Luccock (CRD# 1212096) is an Investment Advisor Representative working at Financially Speaking Inc. in Greenwood Village, CO and has over 32 years of experience in the finance industry. Philip Luccock 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.

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