Unclaimed
Douglas James macrae Lambert is a financial advisor with over two years of experience in the industry. Douglas is currently registered with Eagle Strategies LLC in Bellevue, Washington. Douglas has a strong track record of success in helping clients achieve their financial goals. Douglas specializes in financial planning, portfolio management for individuals, and portfolio management for businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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WA
12/23/2024 - Present
Eagle Strategies LLC (BELLEVUE WA)
BC
Issued 07/18/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/28/2024
Series 7TO - General Securities Representative Examination
BC
Issued 05/20/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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