Rafik
Fouad

First Pacific Financial, Inc

CRD#5570947
Investment Advisor
in Portland, OR

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About this Advisor

Rafik Fouad is a certified financial planner working in Portland, Oregon with 7 years of industry experience. Fouad works at First Pacific Financial, Inc. Their career trajectory has included roles at Morgan Stanley Smith Barney, Kms Financial Services, Inc and First Pacific Financial. Fouad has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Washington. First Pacific Financial, Inc is an advisory business that has its headquarters in Vancouver, WA. The company has offices in three locations and a total of 28 people on staff. It handles $1 billion in assets across its 3,303 customer accounts, making it one of the bigger financial advisory firms in the United States by assets under management. The firm serves three charitable organizations. Of its 3,303 accounts, 35% are held by high-net-worth investors who have greater than $1 million in assets. First Pacific Financial, Inc performs a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. A financial advisor's fee schedules are based on which services the firm provides the client. Fees billed by First Pacific Financial, Inc likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

7 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

111 Sw Columbia Street Suite 1080
Portland, OR 97201

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First Pacific Financial, Inc Brokerage Details

Total Assets Under Management

$1,100,167,822

OR Average: $3,566,627,242
Total Number of Employees

28

OR Average: 46
Total Number of Accounts

3,303

OR Average: 1,499
Average Account Size

$333,081

OR Average: $2,379,338

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Rafik Fouad Work History

Rafik has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

First Pacific Financial

2014 - 2017 (3 years)

Kms Financial Services, Inc

2012 - 2014 (2 years)

Morgan Stanley Smith Barney

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Rafik Fouad to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at First Pacific Financial, Inc

Harrison Hinz
Vancouver, WA
Darren Farrell
Vancouver, WA
Elizabeth Perry
Vancouver, WA
Rafik Fouad
Portland, OR
Rebecca Garrow
Vancouver, WA
Aaron Claridge
Vancouver, WA
Rebecca Eckert
Portland, OR
Ryan Oldroyd
Vancouver, WA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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