Financially Speaking Inc.
Financially Speaking Inc. (CRD# 106255) is a financial advisory firm headquartered in Greenwood Village, CO. They manage $128,517,869 in 620 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management129MILLION
Total Number of Accounts620ACCOUNTS
Average Account Value$207,287
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Philip Luccock (CRD# 1212096) is an Investment Advisor Representative working at Financially Speaking Inc. in Greenwood Village, CO and has over 33 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.