Financial ADVSR advisor directory · SEC adviser records
Financial Plan, Inc. financial advisors in Bellingham, WA
Every SEC-registered investment adviser representative at a Financial Plan, Inc. office in Bellingham, A to Z.
The short answer
10 registered advisors work at Financial Plan, Inc. in Bellingham, out of 10 at the firm nationwide; it ranks number 5 in the city by advisors. 6 list the CFP designation and 0 are also registered broker representatives.
Financial Plan, Inc. advisors in Bellingham, A to Z
Every Financial Plan, Inc. advisor →- David A. DickCertified Financial Planner
- Kelsey L. MartinCertified Financial Planner
- Dillon A. QuintanaInvestment adviser rep
- James B. TwiningCertified Financial Planner
- Nathan J. TwiningCertified Financial Planner
- Quinn T. VicarsInvestment adviser rep
- Mailinh R. VuInvestment adviser rep
- Levi B. WestraInvestment adviser rep
- William D. WolfCertified Financial Planner
- Andrew M. ZenderCertified Financial Planner
Financial Plan, Inc. advisors in every city and state →Financial Plan, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Bellingham
All Bellingham advisors →Saturna Capital Corporation 29Edward Jones 18LPL Financial LLC 18Morgan Stanley 13Merrill Lynch, Pierce, Fenner & Smith Incorporated 10Wells Fargo Clearing Services, LLC 8Skyline Advisors, Inc. 7D.A. Davidson & Co. 6Tradewinds Capital Management, LLC 6West Invest 6Ameriprise Financial Services, LLC 5Waycross Investment Management Co. 4
Questions
How many financial advisors does Financial Plan, Inc. have in Bellingham?
10 investment adviser representatives are registered at Financial Plan, Inc. offices in Bellingham, Washington, according to the SEC's Investment Adviser Public Disclosure records, out of 10 nationwide. 6 list the CFP designation and 0 are also registered as broker representatives.
Is Financial Plan, Inc. one of the largest advisor employers in Bellingham?
Financial Plan, Inc. ranks number 5 in Bellingham by registered advisors; Saturna Capital Corporation has the most, with 29.
How do I check a Financial Plan, Inc. advisor in Bellingham?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Financial Plan, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.