James Twining

from Financial Plan, Inc.
SEC regulated
Regulated Investment Advisor
James Twining is a financial advisor based in Washington, Bellingham, with 27 years of experience. James currently works for Financial Plan, Inc.. James maintains a S63 license (Uniform Securities Agent State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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James Twining works at Financial Plan, Inc.
Financial Plan, Inc. is a financial advisory firm based in Bellingham, Washington. It currently has approximately $845,050,649 of assets under management and employs about 15 people. Financial Plan, Inc. uses a fee structure of a percentage of assets under your management and hourly charges.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Years registered
15 years
Fee structure
A percentage of assets under your management and hourly charges
Office location
2115 Barkley Blvd., Suite 101, Bellingham, Washington, 98226

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