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
By the Numbers
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Total Assets Under Management176MILLION
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Total Number of Accounts295ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
OR, TX
Financial Advisors at Finley Financial, LLC
1
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.
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