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Loran Jay Filson

Financial Advisory Corp.

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About Loran Jay Filson

Loran Jay Filson is a financial advisor with over 30 years of experience in the industry. Loran is a CERTIFIED FINANCIAL PLANNER™ professional and has been with Financial Advisory Corp. since July 1998. Loran has a strong background in portfolio management and financial planning. Loran currently holds Series 6 and Series 63 licenses and is registered to provide investment advice in Florida, Michigan, and Texas. Loran previously worked at Liberty Securities Corporation from August 1990 to April 1999. Loran has a wide range of experience working with individuals, high net worth individuals, corporations, pension and profit sharing plans, charitable organizations, and businesses.

Firm Information

Loran Filson is currently registered with Financial Advisory Corp.. Financial Advisory Corp. is a Registered Investment Adviser based in GRAND RAPIDS, MI with approximately $913,274,779 in regulatory assets under management. The firm provides financial planning, portfolio management for businesses, and portfolio management for individuals. They serve high-net-worth individuals, charitable organizations, corporations or other businesses, pension and profit-sharing plans, and individuals other than high-net-worth.
Financial Advisory Corp.

4251 CASCADE ROAD S.E.

GRAND RAPIDS, MI 49546

$913.27M

Assets Under Management

18

Total Clients

6

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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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other

Combination of assets under management, net worth, and base fee.

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Loran Filson’s Registration & Firm History

MI

04/16/2020 - Present

Financial Advisory Corp. (GRAND RAPIDS MI)

NY

08/15/1990 - 04/06/1999

LIBERTY SECURITIES CORPORATION (PURCHASE NY)

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Licenses & Designations

BC

Issued 08/13/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/13/1990

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Loran Jay Filson.
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