Nathan Twining (CRD# 6142269) is an Investment Advisor Representative working at Financial Plan, Inc. in Bellingham, WA. As a fee-only advisor, Nathan designs and manages custom plans to help clients make wise decisions, grow their wealth, and gain peace of mind. Through objective advice and expertise, Nathan and his team works with clients to navigate the complexities of tax, investment and estate planning issues.
CRD# 1069257
Wells Fargo Advisors
CRD# 2375862
D.a. Davidson & Company
CRD# 2231612
Royal Fund Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Financial Plan, Inc. | Bellingham, WA | Nov 2011 - Current | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2012 |
- TX
- WA
-
Total Assets Under Management1,053MILLIONS
-
Total Number of Accounts3,426ACCOUNTS
-
Average Account Value$307,406
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, ID, IL, KS, LA, MT, OR, TX, WA
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