Financially Speaking Inc.

Financially Speaking Inc. (CRD# 106255) is a financial advisory firm headquartered in Greenwood Village, CO. They manage $162,017,288 in 609 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    162
    MILLION
  • Total Number of Accounts
    609
    ACCOUNTS
  • Average Account Value
    $266,038
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO

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

Philip Luccock (CRD# 1212096) is an Investment Advisor Representative working at Financially Speaking Inc. in Greenwood Village, CO and has over 39 years of experience in the finance industry.

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