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FIND A PACIFIC INVESTMENT SECURITIES CORP. FINANCIAL ADVISOR NEAR ME

Find, Compare and Monitor Financial Advisors at PACIFIC INVESTMENT SECURITIES CORP.

CRD#: 16339
BD

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

PACIFIC INVESTMENT SECURITIES CORP. is located at 1837 S Palatine Hill Rd, Portland, OR 97219 and was first established at Denver, Oregon in 02/15/1985. After operating for 41 years, PACIFIC INVESTMENT SECURITIES CORP. has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of PACIFIC INVESTMENT SECURITIES CORP.’s clients are individuals and 0% of their clients are high net worth individuals. PACIFIC INVESTMENT SECURITIES CORP. has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at PACIFIC INVESTMENT SECURITIES CORP. are registered to handle securities or provide financial advice. The firm has 1 disclosures, 1 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access PACIFIC INVESTMENT SECURITIES CORP.‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at PACIFIC INVESTMENT SECURITIES CORP.. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for PACIFIC INVESTMENT SECURITIES CORP. Comes From

Understanding the Statistics for PACIFIC INVESTMENT SECURITIES CORP. and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
Regulatory Event
1

FIRM INFORMATION

Main Address
1837 S Palatine Hill Rd, Portland, OR 97219
Mailing Address
21 Sovereign Way, Hutchinson Island, FL 34949
Firm Size
Small
Phone Number
(954) 304-4708
Established
Oregon since 02/15/1985
Firm Type
Corporation
Fiscal year end
March
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS

Customer Relationship Summary (CRS / FINRA)

DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
LARDINO, FRANK ARTHURPRESIDENT, CCO4104690
CIANTRO, PHILIPFINOP2350685

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Advisor's working at PACIFIC INVESTMENT SECURITIES CORP.

JM

Jeffrey Scott Marcum

RR
CRD#: 1815636
Location:
Portland, OR 97219
Company:
PACIFIC INVESTMENT SECURITIES CORP.
Disclosures:
Experience:
37 years
View Profile
CH

Carl Anderson Haessler

Car Anderson Haessler
RR
CRD#: 1894536
Location:
Portland, OR 97219
Company:
PACIFIC INVESTMENT SECURITIES CORP.
Disclosures:
Experience:
37 years
View Profile
PC

Philip Gerard Ciantro

Philip Gerard Ciantro
RR
CRD#: 2350685
Location:
New York, NY 10022
Company:
ELARA SECURITIES, INC.
Disclosures:
Experience:
22 years
View Profile
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