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EL

Esther J. Lamarche

THE H GROUP WASHINGTON
BELLEVUE, WA 98004
Some features on this profile are disabled
CRD#: 1478794
EL

Professional summary


Esther Josephine Lamarche, who also goes by Esther Josephine Peabody, is a registered financial advisor currently at THE H GROUP WASHINGTON, INC. located in Bellevue, Washington.

Esther is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Esther has worked at 4 firms and has passed the Series 65, Series 63, Series 7, Series 53 and Series 27 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Esther Josephine Peabody

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Esther Josephine Lamarche's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

August 4, 2020 - Present

THE H GROUP WASHINGTON, INC.

Office #1: 11400 Se 8th Street # 260, Bellevue, WA 98004
RIA
CRD#: 300464
BELLEVUE, WA
Past

April 19, 1990 - July 16, 1991

U.S. BANCORP SECURITIES

BD
CRD#: 17439
PORTLAND, OR
Past

November 3, 1988 - January 2, 1991

NORTHWEST FINANCIAL INVESTORS NETWORK, INC.

BD
CRD#: 18435
Past

March 20, 1986 - June 24, 1987

WELLS FARGO INVESTMENTS, LLC

BD
CRD#: 10582

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TH
THE H GROUP WASHINGTON, INC.
THE H GROUP WASHINGTON, INC.

CRD#: 300464 / SEC#: 801-114735

RIA
Registered Investment Advisory firm - (2/14/2019 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Washington
(8/4/2020)

Exams


State Security Law Exam
IAR
Series 65
Date: 8/4/2020
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


TH
THE H GROUP WASHINGTON, INC.
THE H GROUP WASHINGTON, INC.

CRD#: 300464 / SEC#: 801-114735

RIA
Registered Investment Advisory firm - (2/14/2019 Approved)
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Contact information


Main Address
3395 Sw Garden View Ave., Portland, OR 97225
Mailing Address
Phone number
(425) 827-6236
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (4 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

THE H GROUP WASHINGTON, INC. - ADV PART 2A BROCHURE (3/31/2025)

Regulatory assets under management


Total Number of Accounts763
AUM (Assets Under Management)$ 256,495,869

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


THE H GROUP WASHINGTON, INC.

CRD#: 300464Bellevue, WA 98004

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