Crystal McMahon (CRD# 1191470) is an Investment Advisor Representative working at Arrowroot Family Office, LLC in Tacoma, WA and has over 20 years of experience in the finance industry. Crystal McMahon has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 3220588
Byrne & Company Wealth Management, LLC
CRD# 5925615
Securities America Advisors, Inc.
CRD# 5464276
Sitka Pacific Capital Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Arrowroot Family Office, LLC | Tacoma, WA | Nov 2023 - Current | < 1 |
| Great Life Investing LLC | Tacoma, WA | Aug 2020 - Current | 3 |
| David Noble Insurance Dba Great Life Planning | Olalla, WA | Mar 2014 - Dec 2022 | 8 |
| Great Life Realty LLC | Olalla, WA | Apr 2018 - Nov 2022 | 4 |
| City Closers / Coldwell Banker Commercial | Seattle, WA | Jan 2011 - Mar 2018 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2003 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2014 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2016 |
- MI
- TX
- WA
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Total Assets Under Management309MILLIONS
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Total Number of Accounts1,347ACCOUNTS
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Average Account Value$229,232
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
CA, HI, MI, NY, TX, VA, WA
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