Dana Twight, financial advisor Edmonds WA

Dana Twight

CRD Number: 1286794
Current Firm: Twight Financial Education, LLC

Dana Twight (CRD# 1286794) is an Investment Advisor Representative working at Twight Financial Education, LLC in Edmonds, WA and has over 39 years of experience in the finance industry. Dana Twight 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.

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Professional Designations
Company Name Location Dates Years
Zeiders Enterprises, Inc. Woodbridge, VA Aug 2014 - Current 9
My Secure Advantage Roseville, CA Apr 2012 - Current 11
Twight Financial Education, LLC Seattle, WA Feb 2011 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1984
S66 NASAA Uniform Combined State Law Examination Dec 2002
Contact Info for Dana C. Twight
Phone Number: 206-355-8093
Registered State(s):
  • WA
Current Firm Details
Twight Financial Education, LLC
Firm's CRD Number: 157396
By the Numbers
  • Total Assets Under Management
    2
    MILLIONS
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $375,000
Compensation Options
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Educational seminars/workshops
Types of Clients
Registered States

WA

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