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).
Total Assets Under Management112MILLION
Total Number of Accounts607ACCOUNTS
Average Account Value$184,598
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, CO, NE, NV, TX, WA
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.