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Donald Gene O'neal

WAYFINDING FINANCIAL, LLC·LYNNWOOD, Washington
Unclaimed Profile
19020 33RD AVENUE W, LYNNWOOD, WA 98036CRD# 705908Firm CRD# 306208
01

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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
WAYFINDING FINANCIAL, LLC
WAYFINDING FINANCIAL, LLC
AUM
$292M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at WAYFINDING FINANCIAL, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 705908
Firm CRD# 306208
No disclosures on file
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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Nearby cities in Washington
SEATTLE (905)BELLEVUE (345)SPOKANE (98)VANCOUVER (76)TACOMA (62)
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