Meredith MorseCRD 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.
The H Group Washington, Inc.
Securities America Advisors, Inc.
Ameriprise Financial Services, LLC
|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|
Total Assets Under Management1,100MILLIONS
Total Number of Accounts3,303ACCOUNTS
Average Account Value$333,081
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
AK, AZ, CA, CO, FL, HI, ID, NC, NV, OH, OR, TX, UT, WA
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.