Corey
Dallas
Coldstream Wealth Management
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About this Advisor
Corey Dallas is a financial advisor based in Bellevue, Washington, working with Coldstream Wealth Management. Corey has previously held positions at Financial Advocates, Corliss Resources, Washington State, Lpl Financial, LLC, Washington State University, Pacific Lutheran University, Jiffy Lube, Sound Consulting Services, Sound Consulting Services (Dba: Scs), and Coldstream Wealth Management, Inc. Corey has passed the Series 66 regulatory exam and is registered to provide services in Washington. Currently, Corey is part of Coldstream Wealth Management, which operates out of Bellevue, Washington. The firm has 6 offices and 137 employees. The firm manages assets totaling $7.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Coldstream Wealth Management includes asset-based, hourly, fixed, performance-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Coldstream Wealth Management Brokerage Details
$7,578,712,530
137
3,121
$2,428,296
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Corey Dallas Work History
Coldstream Wealth Management, Inc
Sound Consulting Services (Dba: Scs)
Washington State
Lpl Financial, LLC
Sound Consulting Services
Financial Advocates
Corliss Resources
Pacific Lutheran University
Washington State University
Jiffy Lube
Disclosures
Please visit the SEC profile of Corey Dallas to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Bellevue, WA
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