Janet LeeCRD Number: 4102628
Current Firm: The Pacific Financial Group, Inc.
Janet Lee (CRD# 4102628) is an Investment Advisor Representative working at The Pacific Financial Group, Inc. in Bellevue, WA and has over 23 years of experience in the finance industry.
Harbour Investments, Inc.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|The Pacific Financial Group, Inc.||Bellevue, WA||Aug 2008 - Current||14|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2000|
|S65||NASAA Investment Advisors Law Examination||Jun 2012|
Total Assets Under Management3,040MILLIONS
Total Number of Accounts19,568ACCOUNTS
Average Account Value$155,350
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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