Pacific Investment Securities Corp.
Firm details
- Headquarters
- Portland, Oregon
- CRD number
- 16339
- Registered since
- April 11, 1985
Firm profile
FINTRXOverview
Pacific Investment Securities Corp. is a corporation that has been registered with the SEC since 1985. The snapshot identifies an individual owner and classifies the firm as unclassified rather than placing it in a specific advisory category. The record does not list the firm's advisory or business activities in detail. The firm is not identified as a capital allocator and is not marked as an active ESG investor. It is also indicated as not being a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 7Edward Haessler
Financial AdvisorCRD 810534
Carl Haessler
BrokerCRD 1894536
Jeffrey Marcum
Registered Financial ProfessionalCRD 1815636
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Portland, OR
Multnomah
Location
Portland, OR
Headquartered in Portland, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.
- Metro area
- Portland-Vancouver-Salem, OR-WA
- Region
- West
- County
- Multnomah
- Address
- 1837 S Palatine Hill Rd
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
Stancorp Equities, Inc.
Broker-DealerPortland, OR
M Financial Securities Marketing, Inc.
Broker-DealerPortland, OR
Somerset Securities, Inc.
Broker-DealerPortland, OR
Paulson Investment Company LLC
Broker-DealerPortland, OR
Liberty Capital
Broker-DealerPortland, OR
Steward Partners Investment Solutions, LLC
Broker-DealerPortland, OR