Best Investors Account Sign in
Inactive

James Barber Twining

Financial Plan, Inc.

Bellingham, WA

Claim This Profile
Current Employers
Financial Plan, Inc.

11 Bellwether Way, Suite 301, Bellingham, WA 98225-2956 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2016-01-14
WA RA APPROVED 1997-08-13
  • TX RA
    APPROVED
    Since 2016-01-14
  • WA RA
    APPROVED
    Since 1997-08-13

Branch Locations

11 Bellwether Way, Suite 301, Bellingham, WA 98225-2956 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Financial Plan, Inc Bellingham WA 05/1997 Present
Financial Plan, Inc. Bellingham WA 06/2006 Present
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1984-01-04
  • S63 Uniform Securities Agent State Law Examination
    1984-01-04
Designations
Other Names
  • Jamie Twining

View on SEC IAPD

Other Firms

WELLS FARGO CLEARING SERVICES, LLC
GOODRICH & ASSOCIATES, LLC
D.A. DAVIDSON & CO.
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
PRIVATE ADVISOR GROUP, LLC
WEST INVEST
SATURNA CAPITAL CORPORATION

Other Investors

THOMAS GERARD DONAGHY
BEN JOYCE
KAREN L RICHARDS
DANIEL JOHN DAVIS
WILLIAM JUNG ZOLLNER
CHELSEA DAWN WELLS
MARICEL C DALERE
LIANA LEE FREEMAN

Other Offices

WELLS FARGO CLEARING SERVICES, LLC · BELLINGHAM, WA
GOODRICH & ASSOCIATES, LLC · BELLINGHAM, WA
GOODRICH & ASSOCIATES, LLC · BELLINGHAM, WA
D.A. DAVIDSON & CO. · BELLINGHAM, WA
EDWARD JONES · BELLINGHAM, WA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Bellingham, WA
EDWARD JONES · BELLINGHAM, WA
PRIVATE ADVISOR GROUP, LLC · Bellingham, WA

More in Bellingham, WA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor