from Wayfinding Financial, LLC
Craig Roth is a financial advisor based in Washington, Lynnwood, with 11 years of experience. Craig currently works for Wayfinding Financial, LLC. Craig maintains the following licenses: S65 (Uniform Investment Adviser Law Examination), S63 (Uniform Securities Agent State 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 Roth works at Wayfinding Financial, LLC
Wayfinding Financial, LLC is a financial advisory firm based in Lynnwood, Washington. It currently has approximately $247,467,740 of assets under management and employs about 7 people. Wayfinding Financial, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Investment Adviser Law Examination (S65)
Uniform Securities Agent State Law Examination (S63)
A percentage of assets under your management, hourly charges and fixed fees
19020 33rd Avenue W, Suite 390, Lynnwood, Washington, 98036
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