TB
Teresa Brokaw
from Wayfinding Financial, LLC
Teresa Brokaw is a financial advisor based in Washington, Lynnwood,
with 24 years of experience. Teresa currently works for
Wayfinding Financial, LLC.
Teresa maintains a S66 license (Uniform Combined 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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Teresa Brokaw 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 Combined State Law Examination (S66)
Years registered
18 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
19020 33rd Avenue W, Suite 390, Lynnwood, Washington, 98036
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