Unclaimed Profile

Julienne Meret Valois

FIRST PACIFIC FINANCIAL, INC.·VANCOUVER, Washington

SIE, Series 7, Series 66CFPClean record11 years registeredFIRST PACIFIC FINANCIAL, INC.

610 ESTHER STREET, VANCOUVER, WA 98660CRD# 6404293Firm CRD# 284736

Profile Verification

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

Identity

Julienne Meret Valois · VANCOUVER, WA

Registration

CRD #6404293 · FIRST PACIFIC FINANCIAL, INC. · 11 years registered

Brand Profile

Not yet started

Career History

FIRST PACIFIC FINANCIAL, INC.

Sep 2016 – present

KMS FINANCIAL SERVICES, INC

Jan 2016 – Dec 2017

VANCOUVER, WA

AMERIPRISE FINANCIAL SERVICES, INC.

Dec 2014 – Jan 2016

VANCOUVER, WA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · December 11, 2014

Years registered · 11

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

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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