Aaron Claridge
Advisor at First Pacific Financial, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at First Pacific Financial, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Vancouver, WA 98660
Credentials
Series 65
Industry experience
5 years
Aaron Claridge is a financial advisor at First Pacific Financial, Inc. in Vancouver, WA, holding a Series 65 designation with five years of industry experience. His prior work includes roles at TCI Wealth Advisors and San Diego State University. Claridge maintains an insurance license but does not sell insurance products or receive related compensation through his advisory role. First Pacific Financial serves a diverse client base including individuals, pension plans, trusts, businesses, and charitable organizations. The firm offers financial planning, wealth management, and retirement plan consulting, using a combination of mutual funds, ETFs, equities, and debt securities guided by both quantitative and qualitative analysis.
Based on First Pacific Financial, Inc.
Based on First Pacific Financial, Inc.
Flat fees generally up to $15,000 per project for financial planning and consulting services; may be higher with client consent.
$0+: Up to 1.25% annually for Wealth Management Services $0+: Up to 1.00% annually for Charitable and Non-Profit Advisory Services $0+: 0.90% annually for Spark Financial Advisory asset management services (Betterment for Advisors)
Up to $500 per hour for financial planning and consulting services.
Fee-only: Flat fees up to $15,000 per project for financial planning and consulting services; hourly fees up to $500 per hour.
610 Esther Street, Suite 100
Vancouver, WA 98660
Oregon · Texas · Washington
First Pacific Financial
2020 - Present (6 years)
First Pacific Financial
2020 - 2020 (1 year)
San Diego State University
2019 - 2020 (1 year)
TCI Wealth Advisors
2019 - 2019 (1 year)
Equity Residential
2017 - 2019 (2 years)
Carmax
2016 - 2017 (1 year)
J Crew
2015 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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