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Herbert Wallace Albin

Investment Adviser Representative at ZEVENBERGEN CAPITAL INVESTMENTS LLC

Edmonds, WACRD #1106869Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
27 yrs
States Registered
1 states
Exams Passed
6

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Herbert Wallace Albin has worked in the securities industry since 1999. They are registered to provide investment advisory services in Washington.

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Washington
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 2/12/1999
Series 63
Uniform Securities Agent State Law Examination
Passed 7/15/1986
Series 5
Interest Rate Options Examination
Passed 4/19/1983
Series 7
General Securities Representative Examination
Passed 3/19/1983
Series 15
Foreign Currency Options Examination
Passed 1/25/1983
Series 53
Municipal Securities Principal Examination
Passed 11/9/1990

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.01
Asset tierAnnual rate
Wealth Management - First $25M1.00%
Wealth Management - Over $25M
Institutional - First $50M1.00%
Institutional - Over $50M
Account minimum: $5,000,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Zevenbergen Capital Investments LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

ZEVENBERGEN CAPITAL INVESTMENTS LLCCurrent
10/29/2003Edmonds, WA
ZEVENBERGEN CAPITAL, INC.
9/2/199911/18/2003Seattle, WA

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Herbert Wallace Albin has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Herbert Wallace Albin - Financial Advisor in Edmonds, WA | AdvisorFinder