Rebecca
Eckert
First Pacific Financial, Inc
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About this Advisor
Rebecca Eckert is a certified financial planner and chartered financial consultant who works in Portland, Oregon who has 6 years of relevant experience. Eckert works at First Pacific Financial, Inc. Over the course of their career, Eckert has held roles at Kms Financial Services, Inc and First Pacific Financial, Inc. Eckert holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to advise clients in Oregon, Texas and Washington. First Pacific Financial, Inc is an advisory company that has its headquarters in Vancouver, WA. The investment advisory business has offices in three locations and a total of 28 advisors. It controls $1 billion in assets among its 3,303 accounts, placing it among the bigger firms in the United States by assets under management. The firm serves three charities and foundations. Of its 3,303 customer accounts, 35% are associated with high-net-worth investors who have greater than $1 million in investable assets. First Pacific Financial, Inc provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees charged by financial advisors are based on which services are offered. Fee types billed by First Pacific Financial, Inc can include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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First Pacific Financial, Inc Brokerage Details
$1,100,167,822
28
3,303
$333,081
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Rebecca Eckert Work History
Rebecca has been registered as a financial advisor for 6 years.*
First Pacific Financial, Inc
Kms Financial Services, Inc
Kms Financial Services, Inc
*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 Rebecca Eckert 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
Vancouver, WA
Vancouver, WA
Vancouver, WA
Portland, OR
Vancouver, WA
Vancouver, WA
Portland, OR
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.
