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).
Current Firm Details
By the Numbers
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Total Assets Under Management162MILLION
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Total Number of Accounts609ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CO
Financial Advisors at Financially Speaking Inc.
1
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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