Christine Cole (CRD# 6914129) is an Investment Advisor Representative working at Capital Preservation Management in Vancouver, WA and has over 6 years of experience in the finance industry.
CRD# 5807693
The H Group Washington, Inc.
CRD# 1053785
Securities America Advisors, Inc.
CRD# 2279233
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cedars Construction, LLC | Vancouver, WA | Feb 2021 - Current | 3 |
| Capital Preservation Management, LLC | Vancouver, WA | Apr 2019 - Current | 5 |
| Nw Financial Consultants | Camas, WA | Jun 2017 - Current | 6 |
| Ginn Group, LLC | Vancouver, WA | Mar 2019 - Jan 2020 | < 1 |
| Pinnacle Wealth Advisors | Clackamas, OR | Jan 2018 - Apr 2019 | 1 |
| Pahlisch Homes | Bend, OR | Jul 2015 - May 2017 | 1 |
| Lyon Homes | Vancouver, WA | Nov 2014 - Jun 2015 | < 1 |
| Jb Homes | Ridgefield, WA | Mar 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2017 |
- WA
-
Total Assets Under Management100MILLIONS
-
Total Number of Accounts4ACCOUNTS
-
Average Account Value$25,012,158
- A percentage of assets under your management
- Portfolio management for pooled investment vehicles (other than investment companies)
WA
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