Finlayson Financial Planning, Inc.
Finlayson Financial Planning, Inc. (CRD# 165631) is a financial advisory firm headquartered in , . They manage $1,640,000 in 19 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management2MILLION
Total Number of Accounts19ACCOUNTS
Average Account Value$86,316
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
Robert Elliot (CRD# 3035129) is an Investment Advisor Representative working at Finlayson Financial Planning, Inc. in Buffalo, WY and has over 19 years of experience in the finance industry.