Steven
Holdsworth
First Pacific Financial, Inc
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About this Advisor
Steven Holdsworth is a certified financial planner operating out of Seattle, Washington with a total of 1 year of industry experience. Holdsworth currently works for First Pacific Financial, Inc. During their career, the advisor has held roles at Legacy Wealth Management, Inc, Tiaa-Cref Individual & Institutional Services, LLC, Ftb Advisors, Inc, Brighton Jones LLC, Ramsey & Associates, Inc, Intuit and First Pacific Financial. Holdsworth maintains Series 63 and Series 66 licenses, certifying them as a securities representative, and is able to operate in Washington. First Pacific Financial, Inc is an advisory firm based out of Vancouver, WA. The investment advisory business has offices in three locations and a total of 28 financial advisors. It has $1 billion in assets under management among its 3,303 client accounts, placing it among the larger financial advisory firms in the country by assets under management. The firm provides services to three charities and foundations. Of its 3,303 customer accounts, 35% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. The firm has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees charged by financial advisors largely depend on which services the firm provides the client. However, fees charged by First Pacific Financial, Inc likely are comprised 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
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$1,100,167,822
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
28
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
3,303
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$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
Steven Holdsworth Work History
Steven has been registered as a financial advisor for 1 years.*
First Pacific Financial
Ramsey & Associates, Inc
Intuit
Brighton Jones LLC
Ftb Advisors, Inc
Tiaa-Cref Individual & Institutional Services, LLC
Legacy Wealth Management, 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 Steven Holdsworth 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
Portland, OR
Vancouver, WA
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.
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