David BigelowCRD Number: 6926689
Current Firm: Coldstream Wealth Management
David Bigelow (CRD# 6926689) is an Investment Advisor Representative working at Coldstream Wealth Management in Mercer Island, WA and has over 5 years of experience in the finance industry. David Bigelow 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.
Securities America Advisors, Inc.
Harbour Investments, Inc.
|Coldstream Wealth Management||Mercer Island, WA||Jun 2021 - Current||2|
|Paracle Advisors, LLC||Mercer Island, WA||Jan 2018 - Jun 2021||3|
|Mod Pizza||Bellevue, WA||Nov 2015 - Dec 2017||2|
|Moss Adams||Seattle, WA||Jun 2015 - Oct 2015||< 1|
|Gonzaga University||Spokane, WA||Aug 2010 - May 2015||4|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Feb 2018|
Total Assets Under Management6,498MILLIONS
Total Number of Accounts2,617ACCOUNTS
Average Account Value$2,483,088
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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, FL, GA, HI, ID, IL, MA, MD, MT, NC, NM, NV, NY, OH, OR, PA, TN, TX, UT, VA, VT, WA, WI
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