Harrison E. Hinz
FIRST PACIFIC FINANCIAL
VANCOUVER, WA 98660
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CRD#: 6761216
Professional summary
Harrison Edward Hinz, CFP®, who also goes by Harrison E Hinz, Harrison Edward Hinz, Harrison Hinz, is a registered financial advisor currently at FIRST PACIFIC FINANCIAL, INC. located in Vancouver, Washington.
Harrison is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Harrison has worked at 1 firm .
Question & Answer
What are your service offerings?
Socially Responsible Investing
Retirement Planning
Budgeting
Investment Planning
Debt Management
Tax Planning
Education Planning
Employee and Employer Plan Ben...
Inheritance
Comprehensive Financial Planni...
Insurance Planning
Estate Planning
Retirement Income Management
Life Transitions
Social Security Planning
Do you have an area of expertise or specialization?
Cash Flow/Budgets/Credit Issue...
College/Education Planning
Fixed Fee (Subscription, Retai...
Generation X
Hourly
Investment Advice with Ongoing...
Are you a "fiduciary"?
Yes
Aliases
Harrison E Hinz | Harrison Edward Hinz | Harrison Hinz
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.
Licensed Insurance Agent; Investment related: Yes; Harrison E. Hinz maintains an insurance license with Washington state. However, he is not authorized to sell insurance products or receive any commissions of additional compensation of the sale of insurance products.; 2021-11-01; 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;
CRS (Client Relationship Summary) - RIA
Click below to view Harrison Edward Hinz's 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®
Start date: 2019
Experience
Current
August 5, 2019 - Present
FIRST PACIFIC FINANCIAL, INC.
Office #1: 610 Esther Street Suite 100, Vancouver, WA 98660RIA
CRD#: 284736
VANCOUVER, 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".
FP
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(3/11/2024)
IAR
Washington(8/5/2019)
Exams
Current Firm
FP
FIRST PACIFIC FINANCIAL, INC.
FIRST PACIFIC FINANCIAL | TODD R.E. STRYKER, CFP, INC. | FIRST PACIFIC FINANCIAL, INC.
CRD#: 284736 / SEC#: 801-108251
RIA
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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
31
SEC notice filing (16 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,785 |
| AUM (Assets Under Management) | $ 1,512,115,778 |
Red Flags
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