Unclaimed Profile

Craig Ball Huish

WATERFRONT FINANCIAL MANAGEMENT LLC·SILVERDALE, Washington

SIE, Series 7, Series 66Clean record24 years registeredWATERFRONT FINANCIAL MANAGEMENT LLC

9615 LEVIN ROAD NW, SUITE 100, SILVERDALE, WA 98383CRD# 1870334Firm CRD# 289408

Profile Verification

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

Identity

Craig Ball Huish · SILVERDALE, WA

Registration

CRD #1870334 · WATERFRONT FINANCIAL MANAGEMENT LLC · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WATERFRONT FINANCIAL MANAGEMENT LLC

WATERFRONT FINANCIAL MANAGEMENT LLC

Sep 2017 – Aug 2020

Silverdale, WA

H.D. VEST ADVISORY SERVICES, INC

Jan 2002 – Dec 2017

BREMERTON, WA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · January 4, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WATERFRONT FINANCIAL MANAGEMENT LLC

CRD 289408 · SEC 801-111075

AUM

$80M

Regulatory assets under management

Employees

534 client accounts

Services offered by WATERFRONT FINANCIAL MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WATERFRONT FINANCIAL MANAGEMENT LLC →

Introduction

Speak with Craig

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Craig is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in SILVERDALE?

Browse all registered financial advisors in SILVERDALE, Washington or claim this profile if it's yours.

Browse SILVERDALE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Craig Ball Huish offer?

Craig Ball Huish specializes in Financial Planning, Investment Management, Wealth Management.

What are Craig Ball Huish's credentials?

Craig Ball Huish is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Craig Ball Huish located?

Craig Ball Huish is based in SILVERDALE, Washington, last registered with WATERFRONT FINANCIAL MANAGEMENT LLC.

How does Craig Ball Huish charge for services?

Craig Ball Huish's firm is compensated through percentage of aum, hourly charges, subscription fees, other: bundled/wrap account fees;. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WATERFRONT FINANCIAL MANAGEMENT LLC?

WATERFRONT FINANCIAL MANAGEMENT LLC has approximately 5 employees and manages $80M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →