Bellingham Capital

Lucille Dobson is a financial advisor at Bellingham Capital with five years of industry experience. She holds a Series 65 designation and previously worked at Roots Marketing Group and Western Governor's University in Washington. Bellingham Capital offers discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, foundations, charitable organizations, corporations, and retirement plans. The firm uses a long-term, strategic asset-allocation approach with proprietary model portfolios and performs internal due diligence on mutual funds and ETFs.

Kerri Russ is a financial advisor at Bellingham Capital with 11 years of industry experience. She holds a Series 65 designation and has been with Bellingham Capital Management, Inc. since 2016. Bellingham Capital provides discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, foundations, charitable organizations, corporations, and retirement plans. The firm emphasizes a long-term, strategic asset allocation approach through proprietary model portfolios and employs fundamental and technical analysis for portfolio management.

John Sloan III is a financial advisor at Bellingham Capital with two years of industry experience. He holds a Series 65 designation and has prior work experience in wellness and therapy centers. Bellingham Capital offers discretionary portfolio management and financial planning to a range of clients including individuals, high-net-worth clients, trusts, foundations, charities, corporations, and retirement plans. The firm uses a long-term, strategic asset allocation approach with proprietary model portfolios and emphasizes fundamental analysis supplemented by technical indicators for trade timing.

Eric Petersen is a financial advisor at Bellingham Capital with 12 years of industry experience. He holds the Series 66 designation and previously worked at Waddell & Reed for one year before joining Bellingham Capital in 2014. Petersen is also a member of Cumulus360, LLC, a pooled investment fund. Bellingham Capital provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, foundations, charitable organizations, corporations, and retirement plans. The firm emphasizes a long-term, strategic asset-allocation approach using proprietary model portfolios and fundamental analysis, and it differentiates itself through a fee-only structure and work with a range of institutional and individual clients.

Brian Smith is a financial advisor at Bellingham Capital with 19 years of industry experience. He has been with Bellingham Capital Management, Inc. since 2009 and previously worked at Edward Jones from 2007 to 2009. He holds Series 63 and Series 66 licenses. Smith is a member of Cumulus360, LLC, a pooled investment fund. Bellingham Capital provides discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, foundations, charitable organizations, corporations, and retirement plans. The firm employs a long-term, strategic asset-allocation approach using proprietary model portfolios and combines fundamental analysis with technical indicators for trade timing.