Teresa L. Lamar

BASECAMP WEALTH ADVISORS

BELLEVUE, WA 98004

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CRD#: 3004489

Professional summary

Teresa Lynn Lamar, who also goes by Teresa Hintze, Teresa La Mar, Teresa L. Lamar, is a registered financial advisor currently at BASECAMP WEALTH ADVISORS, LLC located in Bellevue, Washington.

Teresa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Teresa has worked at 4 firms and has passed the Series 65 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Teresa Hintze | Teresa La Mar | Teresa L. Lamar

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 Teresa Lynn Lamar'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

February 9, 2025 - Present

BASECAMP WEALTH ADVISORS, LLC

Office #1: 10900 Ne 8th Street #1620, Bellevue, WA 98004

RIA

CRD#: 334018

BELLEVUE, WA

Past

December 4, 2020 - February 10, 2025

LNW

RIA

CRD#: 113400

SEATTLE, WA

Past

January 6, 2016 - December 14, 2020

FILAMENT, LLC

RIA

CRD#: 138419

SEATTLE, WA

Past

December 9, 2009 - December 31, 2015

FILAMENT, LLC

RIA

CRD#: 138419

SEATTLE, WA

Past

March 20, 1998 - November 17, 2004

CORNERSTONE ADVISORS INC

RIA

CRD#: 110908

BELLEVUE, WA

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".

BASECAMP WEALTH ADVISORS, LLC

CRD#: 334018 / SEC#: 801-131913

RIA

Registered Investment Advisory firm - (2/7/2025 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
(2/9/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/5/1998

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 10/27/1997

General Securities Representative Examination

Current Firm

BASECAMP WEALTH ADVISORS, LLC

CRD#: 334018 / SEC#: 801-131913

RIA

Registered Investment Advisory firm - (2/7/2025 Approved)

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Contact information

Main Address

10900 Ne 8th Street #1620, Bellevue, WA 98004

Mailing Address

P.o Box 40130, Bellevue, WA 98015

Phone number

(425) 553-0031

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A BROCHURE (6/4/2025)

Regulatory assets under management

Total Number of Accounts	187
AUM (Assets Under Management)	$ 882,305,000

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.

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Teresa L. Lamar

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Teresa Lynn Lamar's CRS (Customer Relationship Summary).

Certified licenses

Experience

BASECAMP WEALTH ADVISORS, LLC

LNW

FILAMENT, LLC

FILAMENT, LLC

CORNERSTONE ADVISORS INC

Primary Firm SEC Registration

BASECAMP WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/5/1998

Series 7

Date: 10/27/1997

Current Firm

BASECAMP WEALTH ADVISORS, LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BASECAMP WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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