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James Barber Twining

Financial Plan, Inc.

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About James Barber Twining

James Barber Twining is a financial advisor with Financial Plan, Inc. in Bellingham, Washington. James has been in the industry for over 30 years and specializes in individual and charitable organization financial planning.

Firm Information

James Twining is currently registered with Financial Plan, Inc.. Financial Plan, Inc. is an investment advisor headquartered in Bellingham, Washington, with over $1 billion in assets under management. They provide financial planning and portfolio management services to a range of clients, including individuals, high-net-worth individuals, and charitable organizations. They have a team of 10 investment adviser representatives and offer services like financial planning, portfolio management for individuals, and portfolio management for charitable organizations.
Financial Plan, Inc.

2115 BARKLEY BLVD.

BELLINGHAM, WA 98226

$1.05B

Assets Under Management

14

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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James Twining’s Registration & Firm History

WA

08/13/1997 - Present

Financial Plan, Inc. (BELLINGHAM WA)

WA

03/11/1996 - 03/15/2012

LPL FINANCIAL LLC (BELLINGHAM WA)

MN

01/06/1984 - 03/11/1996

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

01/06/1984 - 03/11/1996

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

NA

01/06/1984 - 12/24/1986

IDS FINANCIAL SERVICES INC.

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Licenses & Designations

BC

Issued 01/04/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/11/2005

Series 53 - Municipal Securities Principal Examination

BC

Issued 05/07/1996

Series 24 - General Securities Principal Examination

BC

Issued 07/15/1998

Series 31 - Futures Managed Funds Examination

BC

Issued 08/17/1985

Series 7 - General Securities Representative Examination

BC

Issued 07/06/1984

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 01/04/1984

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Barber Twining.
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