Corey Dallas (CRD# 6975751) is an Investment Advisor Representative working at Coldstream Wealth Management in Bellevue, WA and has over 3 years of experience in the finance industry.
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
CRD# 1424055
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Coldstream Wealth Management, Inc. | Bellevue, WA | Jul 2021 - Current | 2 |
| Sound Consulting Services (dba: Scs) | Bellevue, WA | Nov 2020 - Jul 2021 | < 1 |
| Lpl Financial, LLC | Bellevue, WA | Jan 2019 - Feb 2021 | 2 |
| Sound Consulting Services | Bellevue, WA | Aug 2019 - Jan 2020 | < 1 |
| Washington State | Olympia, WA | Jan 2019 - May 2019 | < 1 |
| Corliss Resources | Sumner, WA | Jun 2018 - Nov 2018 | < 1 |
| Financial Advocates | Olympia, WA | May 2018 - Jul 2018 | < 1 |
| Pacific Lutheran University | Tacoma, WA | Aug 2017 - Apr 2018 | < 1 |
| Unemployed | N/a, WA | Apr 2016 - Aug 2017 | 1 |
| Washington State University | Pullman, WA | Aug 2014 - Apr 2016 | 1 |
| Jiffy Lube | Dupont, WA | Jan 2013 - Jul 2014 | 1 |
| Pierce College | Steilacoom, WA | Aug 2012 - May 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2020 |
- WA
-
Total Assets Under Management7,579MILLIONS
-
Total Number of Accounts3,121ACCOUNTS
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Average Account Value$2,428,296
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, LA, MA, MD, MT, NC, NM, NV, NY, OH, OR, PA, TN, TX, UT, VA, WA, WY
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