Finley Financial, LLC

Finley Financial, LLC (CRD# 131442) is a financial advisory firm headquartered in Mcminnville, OR. They manage $176,034,359 in 295 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
1709 Ne 27th Street, Suite B, Mcminnville, OR 97128
http://www.finleyfinancial.com/
By the Numbers
  • Total Assets Under Management
    176
    MILLION
  • Total Number of Accounts
    295
    ACCOUNTS
  • Average Account Value
    $596,727
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
The map below shows states where this firm has explicit registration only.

OR, TX

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

Jason Finley (CRD# 2686780) is an Investment Advisor Representative working at Finley Financial, LLC in Mcminnville, OR and has over 28 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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