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Brandon Merritt Treasure

FIRST PACIFIC FINANCIAL, INC.·VANCOUVER, Washington
Clean record9 years registeredFIRST PACIFIC FINANCIAL, INC.
610 ESTHER STREET, VANCOUVER, WA 98660CRD# 6630348Firm CRD# 284736

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brandon Merritt Treasure · VANCOUVER, WA
Registration
CRD #6630348 · FIRST PACIFIC FINANCIAL, INC. · 9 years registered
Brand Profile
Not yet started
01

Career History

FIRST PACIFIC FINANCIAL, INC.
Sep 2016 – present
KMS FINANCIAL SERVICES, INC
Sep 2016 – Dec 2017
VANCOUVER, WA
02

Registrations & Exams

Registration record
First registered · September 1, 2016
Years registered · 9
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
FIRST PACIFIC FINANCIAL, INC.
CRD 284736 · SEC 801-108251
AUM
$1.3B
Regulatory assets under management
Employees
28
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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05

Frequently Asked Questions

What services does Brandon Merritt Treasure offer?
Brandon Merritt Treasure specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in VANCOUVER, Washington for a consultation.
What are Brandon Merritt Treasure's credentials?
Brandon Merritt Treasure is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brandon Merritt Treasure located?
Brandon Merritt Treasure 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 Brandon Merritt Treasure charge for services?
Brandon Merritt Treasure'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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Other Advisors at FIRST PACIFIC FINANCIAL, INC.

Julienne Meret Valois
VANCOUVER, WA
CFP
Adam Timothy Wishard
VANCOUVER, WA
CFP
Darren Patrick Farrell
VANCOUVER, WA
Todd Robert Engblom-Stryker
VANCOUVER, WA
CFP

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