Finley Financial, LLC

Finley Financial, LLC (CRD# 131442) is a financial advisory firm headquartered in Mcminnville, OR. They manage $91,611,636 in 112 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    92
    MILLION
  • Total Number of Accounts
    112
    ACCOUNTS
  • Average Account Value
    $817,961
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OR

Financial Advisors at Finley Financial, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jason D. Finley
CRD#: 2686780
1709 Ne 27th Street, Suite B, Mcminnville, OR 97128
96
Wealthminder
score

Jason Finley (CRD# 2686780) is an Investment Advisor Representative working at Finley Financial, LLC in Mcminnville, OR and has over 20 years of experience in the finance industry. Jason Finley 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.

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