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Seth M
CFP®, Series 63, Series 65
Charlotte, NC
Lattice Financial, LLC
Seth Mullikin is a CFP®-certified financial advisor with eight years of industry experience, currently leading Lattice Financial, LLC in Charlotte, NC. Prior to founding Lattice Financial in 2020, he worked at The Vanguard Group from 2016 to 2019. He is also involved as a Member Success Manager at ROL Advisor, a business providing software, training, and marketing support for financial advisors. Lattice Financial, LLC is an independent, fee-only investment adviser serving individuals, high-net-worth clients, and charitable organizations with personalized investment management and financial planning. The firm employs a combination of passive and active management based on customized investment policy statements and regularly reviews accounts with discretionary authority.
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