Elizabeth R. Perry

FIRST PACIFIC FINANCIAL

VANCOUVER, WA 98660

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CRD#: 1512591

Professional summary

Elizabeth Ruth Perry, who also goes by Elizabeth Ruth Thurman, Elizabeth R. Thurman, is a registered financial advisor currently at FIRST PACIFIC FINANCIAL, INC. located in Vancouver, Washington.

Elizabeth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Elizabeth has worked at 6 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Elizabeth Ruth Thurman | Elizabeth R. Thurman

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Elizabeth Ruth Perry's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

December 17, 2019 - Present

FIRST PACIFIC FINANCIAL, INC.

Office #1: 610 Esther Street Suite 100, Vancouver, WA 98660

RIA

CRD#: 284736

VANCOUVER, WA

Past

September 25, 2013 - December 31, 2017

KMS FINANCIAL SERVICES, INC.

RIA

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Washington
(12/17/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/24/2013

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 2/21/2013

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 12/31/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/26/2012

General Securities Representative Examination

Current Firm

FIRST PACIFIC FINANCIAL, INC.

FIRST PACIFIC FINANCIAL | TODD R.E. STRYKER, CFP, INC. | FIRST PACIFIC FINANCIAL, INC.

CRD#: 284736 / SEC#: 801-108251

RIA

Registered Investment Advisory firm - (8/17/2016 Approved)

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Contact information

Main Address

610 Esther Street Suite 100, Vancouver, WA 98660

Mailing Address

Phone number

(360) 254-2585

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (16 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR FIRST PACIFIC FINANCIAL (6/18/2025)

Regulatory assets under management

Total Number of Accounts	3,785
AUM (Assets Under Management)	$ 1,512,115,778

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Elizabeth R. Perry

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Elizabeth Ruth Perry's CRS (Customer Relationship Summary).

Certified licenses

Experience

KMS FINANCIAL SERVICES, INC.

KMS FINANCIAL SERVICES, INC.

UBS FINANCIAL SERVICES INC.

PIPER SANDLER & CO.

UBS FINANCIAL SERVICES INC.

AM&A SECURITIES, INC.

PRUDENTIAL EQUITY GROUP, LLC

PRUDENTIAL EQUITY GROUP, LLC

PIPER SANDLER & CO.

Primary Firm SEC Registration

FIRST PACIFIC FINANCIAL, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 9/24/2013

Series 63

Date: 2/21/2013

SIE

Date: 12/31/2017

Series 7

Date: 6/26/2012

Current Firm

FIRST PACIFIC FINANCIAL, INC.

Contact information

SEC notice filing (16 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FIRST PACIFIC FINANCIAL, INC.

TRUST BUT VERIFY

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