Advisor at North 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.
Firm
North Financial Inc
Location
University Place, WA 98466
Credentials
Series 63, Series 65
Industry experience
21 years
John Dubinsky is a financial advisor at North Financial Inc in University Place, WA, holding Series 63 and Series 65 credentials with 21 years of industry experience. He has been with North Financial Inc since 2009. Outside of advising, he is president and owner of North Financial, Inc., which provides accounting and tax preparation services. North Financial Inc serves individual and business clients with discretionary asset management and portfolio management, offering financial planning as a complimentary service. The firm employs fundamental and technical analysis to manage three model portfolios and integrates tax and accounting services alongside its advisory business.
$0+: 0.35% annually for Income Portfolio $0+: 1.15% annually for Balanced Portfolio $0+: 2.00% annually for Growth Portfolio
Account minimum: $25,000, with the right to waive
4103 Bridgeport Way West, Suite C
University Place, WA 98466
Washington
North Financial Inc
2016 - Present (10 years)
North Financial Inc.
2009 - Present (17 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
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.
Series 63, Series 65
Puyallup, WA
Cornerstone Asset Management, LLC
CFP®
Lakewood, WA
Commencement Financial Planning LLC
CFP®, Series 63, Series 65
Tacoma, WA
Julie A. Wurst, CFP, LLC
Series 63, Series 65
Puyallup, WA
Pace Wealth Advisors
Series 65
Tacoma, WA
Strategic Asset Management
ChFC®, Series 65
Edgewood, WA
EnoughFP LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")