Finlayson Financial Planning, Inc.

Finlayson Financial Planning, Inc. (CRD# 165631) is a financial advisory firm headquartered in , . They manage $8,600,000 in 65 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    65
    ACCOUNTS
  • Average Account Value
    $132,308
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX, WY

Financial Advisors at Finlayson Financial Planning, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Robert R. Elliot
CRD#: 3035129
60 E. Hart St., Suite B, Buffalo, WY 82834

Robert Elliot (CRD# 3035129) is an Investment Advisor Representative working at Finlayson Financial Planning, Inc. in Buffalo, WY and has over 25 years of experience in the finance industry.

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