Seek First Inc.
Seek First Inc. (CRD# 312546) is a financial advisory firm headquartered in Campbell, CA. They manage $135,000,000 in 150 accounts and serve the financial needs of clients across 2 states (or territories).
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Total Assets Under Management135MILLION
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Total Number of Accounts150ACCOUNTS
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Average Account Value$900,000
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, WA
Scott Pearring (CRD# 5860998) is an Investment Advisor Representative working at Seek First Inc. in Campbell, CA and has over 13 years of experience in the finance industry.
Aaron Beeson (CRD# 7349233) is an Investment Advisor Representative working at Seek First Inc. in Ellensburg, WA and has over 4 years of experience in the finance industry.
Trystan Cleaver (CRD# 7812011) is an Investment Advisor Representative working at Seek First Inc. in San Diego, CA and has 1 year of experience in the finance industry.