Unclaimed Profile

Donald Gene O'neal

WAYFINDING FINANCIAL, LLC·LYNNWOOD, Washington

Clean recordWAYFINDING FINANCIAL, LLC

19020 33RD AVENUE W, LYNNWOOD, WA 98036CRD# 705908Firm CRD# 306208

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Donald Gene O'neal · LYNNWOOD, WA

Registration

CRD #705908 · WAYFINDING FINANCIAL, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Donald Gene O'neal is a registered financial advisor based in LYNNWOOD, Washington, affiliated with WAYFINDING FINANCIAL, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

WAYFINDING FINANCIAL, LLC

AUM

$292M

Regulatory assets under management

Employees

Total firm employees

View all advisors at WAYFINDING FINANCIAL, LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 705908

Firm CRD# 306208

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Donald Gene O'neal offer?

Donald Gene O'neal specializes in Financial Planning, Investment Management. Contact their office in LYNNWOOD, Washington for a consultation.

What are Donald Gene O'neal's credentials?

Donald Gene O'neal is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Donald Gene O'neal located?

Donald Gene O'neal is based in LYNNWOOD, Washington, working with WAYFINDING FINANCIAL, LLC. Their office serves clients in the LYNNWOOD metropolitan area and surrounding communities.

How does Donald Gene O'neal charge for services?

Donald Gene O'neal's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WAYFINDING FINANCIAL, LLC?

WAYFINDING FINANCIAL, LLC has approximately 4 employees and manages $292M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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