Joshua Morin, financial advisor Gig Harbor WA

Joshua Morin

CRD Number: 6437979
Current Firm: Pacific Asset Management, LLC

Joshua Morin (CRD# 6437979) is an Investment Advisor Representative working at Pacific Asset Management, LLC in Gig Harbor, WA and has over 9 years of experience in the finance industry. Joshua Morin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Pacific Asset Management LLC Gig Harbor, WA Jan 2015 - Current 9
C & L Professionals Port Orchard, WA Dec 2014 - Jun 2018 3
Mcgladrey Tacoma, WA Dec 2012 - Dec 2014 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2015
Contact Info for Joshua A. Morin
Phone Number: 253-649-4600
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    255
    MILLIONS
  • Total Number of Accounts
    372
    ACCOUNTS
  • Average Account Value
    $684,946
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, OR, TX, WA

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