Alexandra Lambert (CRD# 4799006) is an Investment Advisor Representative working at Coldstream Wealth Management in Seattle, WA and has over 19 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 Capital Management Inc. | Bellevue, WA | Dec 2015 - Current | 8 |
| Lpl Financial, LLC | Seattle, WA | Jul 2014 - Dec 2015 | 1 |
| Raymond James Financial Services | Kirkland, WA | Jan 2012 - Jul 2014 | 2 |
| Raymond James Financial Services Advisors Inc. | Kirkland, WA | Jan 2012 - Jul 2014 | 2 |
| First Tech Credit Union | Redmond, WA | Feb 2006 - Jul 2014 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2004 |
- WA
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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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