Melissa A. Lamarche

JOHNSON BIXBY

VANCOUVER, WA 98660

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CRD#: 5983126

Professional summary

Melissa Ann Lamarche, AIF® is a registered financial advisor currently at JOHNSON BIXBY located in Vancouver, Washington and PRIVATE CLIENT SERVICES, LLC located in Vancouver, Washington.

Melissa is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Melissa has worked at 7 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Johnson Bixby & Associates. 275 W 3rd St, Suite 600, Vancouver, WA 98660. RIA. Chief of Staff. 173 hrs/mo; 85 during trading hrs.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Melissa Ann Lamarche'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®

AIF^®

Accredited Investment Fiduciary

Experience

Current

December 24, 2024 - Present

JOHNSON BIXBY

Office #1: 275 West Third Street Suite 600, Vancouver, WA 98660

RIA

CRD#: 310839

VANCOUVER, WA

Current

December 2, 2024 - Present

PRIVATE CLIENT SERVICES, LLC

Office #1: 275 West Third St, Ste 600, Vancouver, WA 98660

RIA

CRD#: 120222

Vancouver, WA

Past

June 14, 2024 - July 4, 2024

OSAIC WEALTH, INC.

RIA

CRD#: 23131

SCOTTSDALE, AZ

Past

September 1, 2023 - July 4, 2024

OSAIC WEALTH, INC.

CRD#: 23131

SCOTTSDALE, AZ

Past

April 5, 2022 - September 1, 2023

OSAIC SERVICES, INC.

CRD#: 133763

SCOTTSDALE, AZ

Past

November 7, 2020 - June 14, 2024

SECURITIES AMERICA ADVISORS, INC.

RIA

CRD#: 110518

LA VISTA, NE

Past

November 6, 2020 - June 14, 2024

SECURITIES AMERICA, INC.

CRD#: 10205

LAVISTA, NE

Past

March 27, 2012 - November 7, 2020

KMS FINANCIAL SERVICES, INC.

RIA

CRD#: 3866

SEATTLE, WA

Past

March 5, 2012 - November 6, 2020

KMS FINANCIAL SERVICES, INC.

CRD#: 3866

SEATTLE, WA

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".

JOHNSON BIXBY

JOHNSON BIXBY | JOHNSON BIXBY & ASSOCIATES, LLC

CRD#: 310839 / SEC#: 801-119645

RIA

Registered Investment Advisory firm - (10/16/2020 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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Washington
(12/2/2024)

IAR

Washington
(12/24/2024)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/26/2012

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/2/2012

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 6/25/2012

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

JOHNSON BIXBY

JOHNSON BIXBY | JOHNSON BIXBY & ASSOCIATES, LLC

CRD#: 310839 / SEC#: 801-119645

RIA

Registered Investment Advisory firm - (10/16/2020 Approved)

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Contact information

Main Address

275 West Third Street Suite 600, Vancouver, WA 98660

Mailing Address

Phone number

(360) 695-1795

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (2/28/2025)

Regulatory assets under management

Total Number of Accounts	2,142
AUM (Assets Under Management)	$ 789,526,420

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

Melissa A. Lamarche

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Melissa Ann Lamarche's CRS (Customer Relationship Summary).

Certified licenses

Experience

PRIVATE CLIENT SERVICES, LLC

OSAIC WEALTH, INC.

OSAIC WEALTH, INC.

OSAIC SERVICES, INC.

SECURITIES AMERICA ADVISORS, INC.

SECURITIES AMERICA, INC.

KMS FINANCIAL SERVICES, INC.

KMS FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

JOHNSON BIXBY

State Registrations and Notice Filings

Exams

Series 66

Date: 3/26/2012

SIE

Date: 10/1/2018

Series 7

Date: 3/2/2012

Series 24

Date: 6/25/2012

FINRA

Current Firm

JOHNSON BIXBY

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

JOHNSON BIXBY

TRUST BUT VERIFY

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