KA
KA

Kailee Nicole Aparicio

1 Year of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation PlanningTax PlanningFinancial Planning & CoachingInsurance PlanningReal Estate InvestingBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
755 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$789.5M

Fee Structure

Minimum Investment:$5K
Financial Planning:Included in AUM fee
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Location

275 West Third Street, Suite 600, Vancouver, WA, 98660

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Kailee works full-time as a Registered Investment Advisor (RIA) at Johnson Bixby & Associates, LLC, with most of her time spent during trading hours.

Employment History
Current Registrations
Johnson Bixby
May 2024 - Present · 1 yr 9 mos
Private Client Services, LLCBroker
December 2023 - Present · 2 yrs 2 mos
State Registrations1 state
WA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.