Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan James Twining is a registered Investment Advisor Representative (IAR) with Financial Plan, Inc. in Bellingham, Washington. Nathan holds the Series 65 license, and the firm's main office is located at 2115 Barkley Blvd., Suite 101. Financial Plan, Inc. has approximately $1,053,171,705 in regulatory assets under management. Nathan has been with Financial Plan, Inc. since November 2011 and has a total of 14 clients. Nathan holds the Certified Financial Planner designation and is currently registered in Texas and Washington. The firm specializes in providing financial planning and portfolio management services to high-net-worth individuals, charitable organizations, and individuals other than high-net-worth individuals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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WA
12/18/2012 - Present
Financial Plan, Inc. (BELLINGHAM WA)
IA
Issued 12/17/2012
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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