Douglas William Finley is listed as President at Finley Wealth Management, LLC in Estero, FL. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Finley Wealth Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Douglas William Finley work?
Douglas William Finley is listed as President at Finley Wealth Management, LLC on SEC Form ADV.
How much of Finley Wealth Management, LLC does Douglas William Finley own?
Form ADV reports a beneficial ownership band of Over 75%.