Craig Morgan

from Colmina, LLC
SEC regulated
Regulated Investment Advisor
Craig Morgan is a financial advisor based in Washington, Seattle, with 28 years of experience. Craig currently works for Colmina, LLC. Craig maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser 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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Craig Morgan works at Colmina, LLC
Colmina, LLC is a financial advisory firm based in Seattle, Washington. It currently has approximately $48,843,977 of assets under management and employs about 6 people. Colmina, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
15 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
2212 Queen Anne Avenue North, #931, Seattle, Washington, 98109

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