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).
Total Assets Under Management92MILLION
Total Number of Accounts112ACCOUNTS
Average Account Value$817,961
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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.