Craig Roth (CRD# 2162815) is an Investment Advisor Representative working at B.o.s.s. Retirement Advisors, LLC in Bellevue, WA and has over 27 years of experience in the finance industry.
CRD# 5925615
Securities America Advisors, Inc.
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| B.o.s.s. Retirement Advisors, LLC | Lehi, UT | Apr 2024 - Current | < 1 |
| B.o.s.s. Retirement Solutions, LLC | Lehi, UT | Apr 2024 - Current | < 1 |
| Wayfinding Financial, LLC | Lynnwood, WA | Mar 2021 - Apr 2024 | 3 |
| Adams Financial Concepts | Seattle, WA | Jan 2021 - Mar 2021 | < 1 |
| Goldbloom Wealth Management LLC | Bellevue, WA | May 2018 - Jan 2021 | 2 |
| N/a | Redmond, WA | Apr 2018 - May 2018 | < 1 |
| Cuna Brokerage Services, Inc. | Seattle, WA | Jun 2017 - Apr 2018 | < 1 |
| Alaska Usa Fcu | Anchorage, AK | May 2017 - Apr 2018 | < 1 |
| Unemployed | Redmond, WA | Nov 2016 - May 2017 | < 1 |
| Keep It Simple, Inc. | Redmond, WA | Jun 2016 - Nov 2016 | < 1 |
| Global Financial Private Capital, LLC | Sarasota, FL | Jul 2015 - Nov 2016 | 1 |
| Becker Retirement Group | Bellevue, WA | May 2015 - Jun 2015 | < 1 |
| Unemployed | Redmond, WA | Feb 2015 - Jun 2015 | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Woodinville, WA | Apr 2013 - Feb 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 1996 |
| S63 | Uniform Securities State Law Examination | May 2017 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- WA
-
Total Assets Under Management764MILLIONS
-
Total Number of Accounts6,227ACCOUNTS
-
Average Account Value$122,687
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
AZ, CA, FL, HI, ID, NE, NH, NV, OR, SC, TX, UT, WA, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.