Kailee
Aparicio
Johnson Bixby
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About this Advisor
Kailee Aparicio is a financial advisor based in Vancouver, Washington, working with Johnson Bixby. Kailee has previously held positions at Chehalem Park And Recreation District, Tkf Law, Resonance Wines, Pr By Crystal Boles, Inc, Johnson Bixby, University Of Portland, Private Client Services, and Newberg High School. Kailee has passed the Series 66 regulatory exam and is registered to provide services in Washington. Currently, Kailee is part of Johnson Bixby, which operates out of Vancouver, Washington. The firm has 12 employees and manages assets totaling $694.9 million. The firm 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, and portfolio management for institutional clients. The fee structure at Johnson Bixby includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Johnson Bixby Brokerage Details
$694,870,708
12
2,060
$337,316
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Kailee Aparicio Work History
Johnson Bixby
Private Client Services
Johnson Bixby
Pr By Crystal Boles, Inc
Resonance Wines
Tkf Law
University Of Portland
Chehalem Park And Recreation District
Newberg High School
Disclosures
Please visit the SEC profile of Kailee Aparicio 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 Johnson Bixby
Vancouver, WA
Vancouver, WA
Vancouver, WA
Vancouver, WA
Vancouver, WA
Vancouver, WA
Vancouver, WA
Vancouver, WA
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