Finlayson Financial Planning, Inc.
Finlayson Financial Planning, Inc. (CRD# 165631) is a financial advisory firm headquartered in , . They manage $715,000 in 6 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management1MILLION
Total Number of Accounts6ACCOUNTS
Average Account Value$119,167
- 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
- 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 18 years of experience in the finance industry.