Melissa Lamarche has been Chief Operations Officer of Johnson Bixby & Associates since December 2024, is a control person of the firm and directly owns under 5% of it.
Johnson Bixby & Associates, LLC is a Vancouver, WA firm with $934M under management, 777 clients and 6 advisers in one office, as of its March 2026 filing.
Melissa Lamarche’s longest registration was 8 years at KMS Financial Services, Inc (2012–2020). Before joining Johnson Bixby & Associates in 2024, Melissa Lamarche was registered through Osaic Wealth, Inc. and Securities America Advisors, Inc.
- Osaic Wealth, Inc.– · under a yearScottsdale, AZ · Adviser representative · Firm CRD 23131
- Securities America Advisors, Inc.– · 3 yearsLa Vista, NE · Adviser representative · Firm CRD 110518
- KMS Financial Services, Inc– · 8 yearsSeattle, WA · Adviser representative · Firm CRD 3866
Investment adviser representative registrations
Melissa Lamarche is registered as an investment adviser representative in Washington, since December 2024.
- WashingtonSince 24 December 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 25 June 2012 |
| Series 66 | Uniform Combined State Law Examination | 26 March 2012 |
| Series 7 | General Securities Representative Examination | 2 March 2012 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Melissa Ann Lamarche
- CRD
- 5983126
- Firm
- Johnson Bixby & Associates · CRD 310839
- Role
- Chief Operations Officer
- Office
- 275 WEST THIRD STREET, SUITE 600, Vancouver, WA 98660
- Registration
- Investment adviser and broker registrations
- In the industry since
- August 2012
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Melissa Lamarche work?
Melissa Lamarche has been Chief Operations Officer of Johnson Bixby & Associates, LLC since December 2024, and is a control person of the firm.
Is Melissa Lamarche a financial advisor?
Yes. Melissa Lamarche has a current investment-adviser registration in Washington, through Johnson Bixby & Associates since December 2024.
How many years of experience does Melissa Lamarche have?
Melissa Lamarche has 14 years in the financial industry, since August 2012, across 4 adviser firms.
What exams has Melissa Lamarche passed?
Melissa Lamarche has passed 3 licensing exams: the Series 7, Series 66 and Series 24. The earliest, the Series 7, was passed in March 2012. FINRA credited Melissa Lamarche with the SIE, which began in October 2018.
Where did Melissa Lamarche work before Johnson Bixby & Associates?
Before Johnson Bixby & Associates, Melissa Lamarche was registered through Osaic Wealth, Inc., June 2024 to July 2024; Securities America Advisors, Inc., November 2020 to June 2024; KMS Financial Services, Inc, March 2012 to November 2020.
Where is Melissa Lamarche based?
Melissa Lamarche’s registered office is in Vancouver, WA.
Is Melissa Lamarche registered with FINRA?
Yes. Melissa Lamarche has a current broker registration, under CRD 5983126.
Source: FINRA BrokerCheck
How can I verify Melissa Lamarche’s record?
Search CRD 5983126 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Melissa Lamarche’s full registration record.
