Rebecca
Eckert
First Pacific Financial, Inc
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About this Advisor
Rebecca Eckert is a financial advisor based in Portland, Oregon, working with First Pacific Financial, Inc. Rebecca has previously held positions at Kms Financial Services, Inc and First Pacific Financial, Inc. Rebecca has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Oregon, Texas, and Washington. Currently, Rebecca is part of First Pacific Financial, Inc, which operates out of Portland, Oregon. The firm has 3 offices and 29 employees. The firm manages assets totaling $1.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at First Pacific Financial, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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First Pacific Financial, Inc Brokerage Details
$1,277,336,455
29
3,467
$368,427
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
First Pacific Financial, Inc
Kms Financial Services, Inc
Kms Financial Services, Inc
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
Portland, OR
Seattle, WA
Vancouver, WA
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The content in this profile was updated by SmartAsset on 6/19/2024. 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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