Maxwell Thomas Puzzo
Investment adviser representative at First Pacific Financial, Inc.
13 yearsExperience
3 statesRegistered in
$1.9BFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- First Pacific Financial, Inc.Jan 2026 to now
- LPL Financial, LLCJul 2021 to Jan 2026
- Washington State UniversityAug 2017 to May 2021
- Camas High SchoolSep 2013 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 3 states (OR, TX, WA).
First Pacific Financial, Inc.
$1.9BAssets managed
1,312Clients
19Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7396826
- Firm CRD
- 284736