Cathie Arthurs (CRD# 5073528) is an Investment Advisor Representative working at Wayfinding Financial, LLC in Lynnwood, WA and has over 17 years of experience in the finance industry.
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
CRD# 1424055
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wayfinding Financial | Lynnwood, WA | Nov 2021 - Current | 2 |
| Helium Advisors | Kirkland, WA | Jan 2021 - Nov 2021 | < 1 |
| Helium Advisors LLC | Kirkland, WA | Jan 2021 - Nov 2021 | < 1 |
| Financial Engines Advisors LLC | Lynnwood, WA | Oct 2017 - Dec 2020 | 3 |
| Edelman Financial Engines | Llynnwood, WA | Oct 2017 - Dec 2020 | 3 |
| Conover Securities Corporation | Bellevue, WA | Jan 2012 - Sep 2017 | 5 |
| Conover Capital Management | Bellevue, WA | Jan 2012 - Sep 2017 | 5 |
| Conover Capital | Bellevue, WA | Jan 2012 - Sep 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2006 |
- WA
-
Total Assets Under Management292MILLIONS
-
Total Number of Accounts908ACCOUNTS
-
Average Account Value$322,030
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, CA, ID, NE, OR, TX, WA
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