Lucille
Dobson

Bellingham Capital

CRD#7379908
Investment Advisor
in Bellingham, WA

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About this Advisor

Lucille Dobson is a financial advisor based in Bellingham, Washington, working with Bellingham Capital. Lucille has previously held positions at Bellingham Capital Management, Inc, Roots Marketing Group, and Western Governor's University - WA. Lucille has passed the Series 65 regulatory exam and is registered to provide services in Washington. Currently, Lucille is part of Bellingham Capital, which operates out of Bellingham, Washington. The firm has 2 offices and 4 employees. The firm manages assets totaling $126.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and other services. The fee structure at Bellingham Capital includes asset-based and hourly fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Other

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

316 E Mcleod Rd Suite 105
Bellingham, WA 98226

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Bellingham Capital Brokerage Details

Total Assets Under Management

$125,960,967

WA Average: $3,566,627,242
Total Number of Employees

4

WA Average: 46
Total Number of Accounts

596

WA Average: 1,499
Average Account Size

$211,344

WA Average: $2,379,338

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other

Lucille Dobson Work History

2021 - Present (3 years)

Bellingham Capital Management, Inc

2019 - 2021 (2 years)

Roots Marketing Group

2016 - 2019 (3 years)

Western Governor'S University - Wa

2014 - 2016 (2 years)

None

Disclosures

Please visit the SEC profile of Lucille Dobson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Bellingham Capital

John Sloan Iii
Bellingham, WA
Lucille Dobson
Bellingham, WA
Eric Petersen
Bellingham, WA
Brian Smith
Bellingham, WA
Kerri Russ
Bellingham, WA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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