Advisor at Finn Wealth Management LLC
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Firm
Finn Wealth Management LLC
Location
Spokane, WA 99208
Credentials
Series 66
Industry experience
10 years
Peter Finn is a financial advisor with Finn Wealth Management LLC in Spokane, WA, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Bank of America, N.A., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Finn Wealth Management is an independent firm providing discretionary investment management and financial planning to individuals, trusts, businesses, and non-profit organizations. The firm uses a combination of fundamental, strategic, technical, and memetic analysis with a long-term investment approach, and it offers a range of tools including stocks, bonds, mutual funds, ETFs, structured products, and covered-call options.
Based on Finn Wealth Management LLC
<$100,000 - $99,999: 2.00% $100,000 - $149,999: 1.75% $150,000 - $199,999: 1.50% $200,000 - $249,999: 1.25% $250,000 - $499,999: 1.00% $500,000 - $999,999: 0.90% $1,000,000 - $1,499,999: 0.80% $1,500,000 - $1,999,999: 0.70% $2,000,000 - $2,999,999: 0.60% $3,000,000 - $4,999,999: 0.50% $5,000,000 - $7,499,999: 0.40% $7,500,000 - $9,999,999: 0.35% $10,000,000+: Customized
Account minimum: $100,000 (waivable at discretion)
8601 N Division Street, Suite C
Spokane, WA 99208
Alaska · North Carolina · Washington
Finn Wealth Management LLC
2022 - Present (4 years)
Bank of America, N.A.
2018 - 2022 (4 years)
Merrill
2015 - 2022 (7 years)
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Other specialized services
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