Steven Holdsworth, financial advisor Seattle WA

Steven Holdsworth

CRD Number: 2261671
Current Firm: First Pacific Financial, Inc.

Steven Holdsworth (CRD# 2261671) is an Investment Advisor Representative working at First Pacific Financial, Inc. in Seattle, WA and has over 30 years of experience in the finance industry. Steven Holdsworth 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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Merrill Lynch, Pierce, Fenner & Smith Incorporated
Professional Designations
Company Name Location Dates Years
First Pacific Financial Vancouver, WA Dec 2021 - Current 2
Ramsey & Associates, Inc. Seattle, WA Aug 2020 - Dec 2021 1
Intuit Bainbridge Island, WA Jan 2020 - Aug 2020 < 1
Unemployed Bainbridge Island, WA Dec 2018 - Jan 2020 1
Brighton Jones LLC Seattle, WA Apr 2018 - Dec 2018 < 1
Unemployed Memphis, TN Jul 2017 - Apr 2018 < 1
Ftb Advisors, Inc. Memphis, TN Jul 2016 - Jul 2017 1
Unemployed Memphis, TN Apr 2016 - Jul 2016 < 1
Tiaa-cref Individual & Institutional Services, LLC Memphis, TN Apr 2014 - Apr 2016 2
Unemployed Memphis, TN Nov 2013 - Apr 2014 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1993
S66 NASAA Uniform Combined State Law Examination Sep 2014
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Steven A. Holdsworth
Phone Number: (360) 254-2585
Firm Website: http://fp-financial.com/
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    1,277
    MILLIONS
  • Total Number of Accounts
    3,467
    ACCOUNTS
  • Average Account Value
    $368,427
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

AK, AZ, CA, CO, FL, ID, NC, NH, NV, OR, TX, UT, WA

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