Shareholder · First Pacific Financial, Inc.
Julienne M. Valois
CRD 6404293 · Named on Form ADV at one SEC-registered adviser
At a glance
First Pacific Financial, Inc., an SEC-registered wealth manager based in Vancouver, WA with $1.9 billion in regulatory assets, lists Julienne M. Valois on its Form ADV as Shareholder.
Firms and roles
- First Pacific Financial, Inc.ShareholderWealth manager · Vancouver, WA · $1.9B in regulatory assets
AtlasMembers
Julienne’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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Colleagues named on the same filings (7)
- Todd R. Engblom-StrykerPresident and CEO, First Pacific Financial, Inc.
- Darren P. FarrellShareholder, First Pacific Financial, Inc.
- Adam T. WishardShareholder, Co-Chief Investment Officer & Advisor, First Pacific Financial, Inc.
- Taryn M. McCauleyCOO & Shareholder, First Pacific Financial, Inc.
- Lori S VaanderingShareholder, First Pacific Financial, Inc.
2 more people named with Julienne on the same filings, with titles and firms. Free in Atlas with a free account.
See all 7 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Julienne’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.