Unclaimed Profile

Julienne Meret Valois

FIRST PACIFIC FINANCIAL, INC.·VANCOUVER, Washington

Clean recordFIRST 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.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

FIRST PACIFIC FINANCIAL, INC.

AUM

$1.3B

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 6404293

Firm CRD# 284736

View on FINRA BrokerCheck →

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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 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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