Rebecca L. Eckert

FIRST PACIFIC FINANCIAL

PORTLAND, OR 97204

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CRD#: 3191462

Professional summary

Rebecca Louise Eckert, CFP®, ChFC®, who also goes by Becky Eckert, Rebecca L Eckert, Becky Radke, Rebecca Louise Radke, is a registered financial advisor currently at FIRST PACIFIC FINANCIAL, INC. located in Portland, Oregon.

Rebecca is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Rebecca has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Becky Eckert | Rebecca L Eckert | Becky Radke | Rebecca Louise Radke

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.

1. Licensed insurance agent; Investment related: Yes; Duties: These advisors maintain an insurance license with applicable state insurance commissions. However, they are not authorized to sell insurance products or receive any commissions or additional compensation for the sale of insurance products to clients of First Pacific Financial.; 2021-10-01; Hours devoted to business during trading hours: 0; Hours devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 0. 2. Volunteer Income Tax Assistance (VITA) and Tax Counseling for the Elderly (TCE); Volunteer; Investment related: No; Location: 401 W. Peachtree Street NW Atlanta GA 30308; Description of the business: Program to assist seniors and low income people with tax preparation and questions; Responsibilities Duties: VITA and TCE provide free tax help for low-income individuals, seniors, and those with disabilities, including retirement-related assistance; Start date with business: 2025-02-07; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 16; Percentage of total yearly compensation expected to be derived from the business: 0; Website address for the organization: https://www.irs.gov/individuals/irs-vita-grant-program.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rebecca Louise Eckert'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®

CFP^®

Certified Financial Planner

ChFC^®

Chartered Financial Consultant

Experience

Current

April 20, 2017 - Present

FIRST PACIFIC FINANCIAL, INC.

Office #1: 811 Sw 6th Avenue Suite 1000, Portland, OR 97204Office #2: 610 Esther Street Suite 100, Vancouver, WA 98660

RIA

CRD#: 284736

PORTLAND, OR

Past

April 14, 2017 - December 31, 2017

KMS FINANCIAL SERVICES, INC.

RIA

CRD#: 3866

VANCOUVER, WA

Past

April 14, 2017 - December 31, 2017

KMS FINANCIAL SERVICES, INC.

CRD#: 3866

VANCOUVER, WA

Past

June 15, 2009 - November 28, 2016

KMS FINANCIAL SERVICES, INC.

RIA

CRD#: 3866

VANCOUVER, WA

Past

June 15, 2009 - November 28, 2016

KMS FINANCIAL SERVICES, INC.

CRD#: 3866

VANCOUVER, WA

Past

March 11, 2008 - March 3, 2009

GENEOS WEALTH MANAGEMENT, INC.

RIA

CRD#: 120894

PORTLAND, OR

Past

March 11, 2008 - March 3, 2009

GENEOS WEALTH MANAGEMENT, INC.

CRD#: 120894

PORTLAND, OR

Past

January 25, 2006 - March 11, 2008

CUSO FINANCIAL SERVICES, L.P.

RIA

CRD#: 42132

PORTLAND, OR

Past

December 19, 2005 - March 11, 2008

CUSO FINANCIAL SERVICES, L.P.

CRD#: 42132

PORTLAND, OR

Past

April 29, 2005 - December 15, 2005

OSAIC WEALTH, INC.

CRD#: 23131

SCOTTSDALE, AZ

Past

November 13, 2000 - December 15, 2004

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

ST. PETERSBURG, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

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)

State Registrations and Notice Filings

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

Oregon
(4/20/2017)

IAR

Texas
(5/19/2021)

IAR

Washington
(4/20/2017)

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 65

Date: 1/23/2006

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/22/2000

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: 11/12/2000

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

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

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Advisor Monitoring

Firm Stability Insights

Rebecca L. Eckert

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rebecca Louise Eckert's CRS (Customer Relationship Summary).

Certified licenses

Experience

KMS FINANCIAL SERVICES, INC.

KMS FINANCIAL SERVICES, INC.

KMS FINANCIAL SERVICES, INC.

KMS FINANCIAL SERVICES, INC.

GENEOS WEALTH MANAGEMENT, INC.

GENEOS WEALTH MANAGEMENT, INC.

CUSO FINANCIAL SERVICES, L.P.

CUSO FINANCIAL SERVICES, L.P.

OSAIC WEALTH, INC.

RAYMOND JAMES FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

FIRST PACIFIC FINANCIAL, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 1/23/2006

Series 63

Date: 12/22/2000

SIE

Date: 12/31/2017

Series 7

Date: 11/12/2000

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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