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James Barber Twining

FINANCIAL PLAN, INC.·BELLINGHAM, Washington
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2115 BARKLEY BLVD., BELLINGHAM, WA 98226CRD# 1225894Firm CRD# 116073
01

About

James Barber Twining is a registered financial advisor based in BELLINGHAM, Washington, affiliated with FINANCIAL PLAN, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
FINANCIAL PLAN, INC.
FINANCIAL PLAN, INC.
AUM
$1.1B
Regulatory assets under management
Employees
17
Total firm employees
View all advisors at FINANCIAL PLAN, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 1225894
Firm CRD# 116073
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Barber Twining offer?
James Barber Twining specializes in Financial Planning, Investment Management. Contact their office in BELLINGHAM, Washington for a consultation.
What are James Barber Twining's credentials?
James Barber Twining is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Barber Twining located?
James Barber Twining is based in BELLINGHAM, Washington, working with FINANCIAL PLAN, INC.. Their office serves clients in the BELLINGHAM metropolitan area and surrounding communities.
How does James Barber Twining charge for services?
James Barber Twining's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FINANCIAL PLAN, INC.?
FINANCIAL PLAN, INC. has approximately 17 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Washington
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Research
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