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Julienne Meret Valois

FIRST PACIFIC FINANCIAL, INC.·VANCOUVER, Washington
Unclaimed Profile
610 ESTHER STREET, VANCOUVER, WA 98660CRD# 6404293Firm CRD# 284736
01

About

Julienne Meret Valois is a registered financial advisor based in VANCOUVER, Washington, affiliated with FIRST PACIFIC FINANCIAL, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
FIRST PACIFIC FINANCIAL, INC.
FIRST PACIFIC FINANCIAL, INC.
AUM
$1.3B
Regulatory assets under management
Employees
28
Total firm employees
View all advisors at FIRST PACIFIC FINANCIAL, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6404293
Firm CRD# 284736
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Julienne Meret Valois offer?
Julienne Meret Valois specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in VANCOUVER, Washington for a consultation.
What are Julienne Meret Valois's credentials?
Julienne Meret Valois is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Julienne Meret Valois located?
Julienne Meret Valois 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 Julienne Meret Valois charge for services?
Julienne Meret Valois'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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Nearby cities in Washington
SEATTLE (905)BELLEVUE (345)SPOKANE (98)TACOMA (62)BELLINGHAM (55)
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