Lucinda Alden, financial advisor Bainbridge Island WA

Lucinda Alden

CRD Number: 4347985
Current Firm: Illumine Investment Management, LLC

Lucinda Alden (CRD# 4347985) is an Investment Advisor Representative working at Illumine Investment Management, LLC in Bainbridge Island, WA and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Illumine Investment Management Banbridge, WA Feb 2021 - Current 3
Cs Planning Corp. Portland, OR Apr 2016 - Nov 2020 4
Illumine Wealth Management, LLC Los Angeles, CA Apr 2016 - Jan 2020 3
Mutual Securities, Inc. Camarillo, CA Mar 2012 - Nov 2019 7
Beverly Hills Wealth Mgt Beveryly Hills, CA Mar 2010 - Apr 2016 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2001
S65 NASAA Investment Advisors Law Examination Mar 2001
Contact Info for Lucinda H. Alden
Phone Number: 424-322-7500
Registered State(s):
  • CO
  • WA
Current Firm Details
Illumine Investment Management, LLC
Firm's CRD Number: 311661
By the Numbers
  • Total Assets Under Management
    189
    MILLIONS
  • Total Number of Accounts
    289
    ACCOUNTS
  • Average Account Value
    $653,026
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

CA, CO, FL, ID, TX, WA

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