Unclaimed Profile

Adam Timothy Wishard

FIRST PACIFIC FINANCIAL, INC.·VANCOUVER, Washington

SIE, Series 7, Series 66CFPClean record20 years registeredFIRST PACIFIC FINANCIAL, INC.

610 ESTHER STREET, VANCOUVER, WA 98660CRD# 5143145Firm CRD# 284736

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Adam Timothy Wishard · VANCOUVER, WA

Registration

CRD #5143145 · FIRST PACIFIC FINANCIAL, INC. · 20 years registered

Brand Profile

Not yet started

Career History

FIRST PACIFIC FINANCIAL, INC.

Aug 2016 – present

KMS FINANCIAL SERVICES, INC

Aug 2006 – Dec 2017

VANCOUVER, WA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · August 7, 2006

Years registered · 20

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FIRST PACIFIC FINANCIAL, INC.

CRD 284736 · SEC 801-108251

AUM

$1.3B

Regulatory assets under management

Employees

3,467 client accounts

Services offered by FIRST PACIFIC FINANCIAL, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FIRST PACIFIC FINANCIAL, INC. →

Introduction

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Frequently Asked Questions

What services does Adam Timothy Wishard offer?

Adam Timothy Wishard specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in VANCOUVER, Washington for a consultation.

What are Adam Timothy Wishard's credentials?

Adam Timothy Wishard holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Adam Timothy Wishard located?

Adam Timothy Wishard is based in VANCOUVER, Washington, working with FIRST PACIFIC FINANCIAL, INC.. Their office serves clients in the VANCOUVER metropolitan area and surrounding communities.

How does Adam Timothy Wishard charge for services?

Adam Timothy Wishard's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FIRST PACIFIC FINANCIAL, INC.?

FIRST PACIFIC FINANCIAL, INC. has approximately 28 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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