Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Mark F

Series 63, Series 66

Boise, ID

Pacific Value, LLC

Mark Fredback is an advisor at Pacific Value, LLC with 19 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Pacific Value in 2008, he worked at RBC Capital Markets Corporation. Pacific Value, LLC provides discretionary asset management and investment advice to individuals, families, retirement plans, trusts, and small corporations, tailoring services to clients’ investment objectives and risk profiles. The firm employs a value-oriented, fundamental analysis approach with a range of investment strategies and maintains formal controls around trading and cybersecurity.

Active portfolio management
user avatar
firm logo

Eric F

Series 65

Boise, ID

Pacific Value, LLC

Eric Fredback is a Series 65-credentialed financial advisor at Pacific Value, LLC with nine years of industry experience. He has been with Pacific Value since 2015. Pacific Value, LLC provides discretionary asset management and investment advice to individuals, families, retirement plans, trusts, and small corporations, tailoring services to client investment objectives and risk profiles. The firm follows a value-oriented, fundamental analysis approach and employs a range of trading strategies, including the use of derivatives and formal controls around personal trading, while emphasizing operational and cybersecurity controls.

Active portfolio management
user avatar
firm logo

Scott F

CFA®, Series 63, Series 65

Boise, ID

Pacific Value, LLC

Scott Ferguson is a CFA® charterholder with 24 years of industry experience. He has worked at Pacific Value, LLC since 2008 and previously spent 10 years at D.A. Davidson & Co. Pacific Value, LLC provides discretionary asset management and investment advice to individuals, families, retirement plans, trusts, and small corporations. The firm follows a value-oriented, fundamental analysis approach and employs various trading strategies, including the use of derivatives, while maintaining formal controls on trading and emphasizing operational and cybersecurity measures.

Active portfolio management
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)