Twight Financial Education, LLC

Twight Financial Education, LLC (CRD# 157396) is a financial advisory firm headquartered in Seattle, WA. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

WA

Financial Advisors at Twight Financial Education, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Dana C. Twight
CRD#: 1286794
1617 Boylston, Seattle, WA 98122
96
Wealthminder
score

Dana Twight (CRD# 1286794) is an Investment Advisor Representative working at Twight Financial Education, LLC in Seattle, WA and has over 33 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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