Meredith Morse, financial advisor Vancouver WA

Meredith Morse

CRD Number: 6246331
Current Firm: First Pacific Financial, Inc.

Meredith Morse (CRD# 6246331) is an Investment Advisor Representative working at First Pacific Financial, Inc. in Vancouver, WA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
First Pacific Financial Vancouver, WA Jul 2021 - Current 1
United Way Of Columbia-willamette Portland, OR Aug 2007 - Current 15
First Pacific Financial Vancouver, WA May 2021 - Jul 2021 < 1
Unemployed Portland, OR Mar 2020 - Apr 2021 1
Kimsa Total Wealth Tigard, OR Feb 2020 - Mar 2020 < 1
United Way Of The Columbia-willamtte Portland, OR Jun 2017 - Jan 2020 2
United Way Of The Columbia-willamette Portland, OR Jul 2011 - May 2017 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2021
Contact Info for Meredith L. Morse
Phone Number: (360) 254-2585
Firm Website:
Registered State(s):
  • OR
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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


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