PACIFIC INVESTMENT SECURITIES CORP.

Broker-DealerFINRA MemberEst. 1985
Total AUM
Advisory reps
7
Avg account
$0

Firm details

Headquarters
PORTLAND, Oregon
CRD number
16339
Registered since
April 11, 1985

Firm profile

FINTRX

Overview

Pacific Investment Securities Corp. is organized as a corporation and has been registered with the SEC since 1985. Ownership is held by an individual rather than a corporate parent or institutional owner. FINTRX classifies the firm as "Unclassified." The firm is not identified as a capital allocator and does not list active ESG investing as part of its profile. It is not designated as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 7
  • EDWARD HAESSLER

    Financial AdvisorCRD 810534

  • CARL HAESSLER

    BrokerCRD 1894536

  • JEFFREY MARCUM

    Registered Financial ProfessionalCRD 1815636

Unlock 4 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth