James Barber Twining is listed as Chief Executive Officer at Financial Plan, Inc. in Bellingham, WA. Form ADV reports a beneficial ownership band of 25-50%.
Reported ownership
Owns 25-50% of Financial Plan, Inc.
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does James Barber Twining work?
James Barber Twining is listed as Chief Executive Officer at Financial Plan, Inc. on SEC Form ADV.
How much of Financial Plan, Inc. does James Barber Twining own?
Form ADV reports a beneficial ownership band of 25-50%.