Kathleen Perry, financial advisor Tacoma WA
93 score

Kathleen Perry

CRD Number: 1235704
Current Firm: The Pacific Financial Group, Inc.

Kathleen Perry (CRD# 1235704) is an Investment Advisor Representative working at The Pacific Financial Group, Inc. in Tacoma, WA and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
The Pacific Financial Group, Inc. Bellevue, WA Oct 2003 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1984
Contact Info for Kathleen E. Perry
Phone Number: 425 451-7722
Firm Website: https://www.tpfg.com
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    1,420
    MILLIONS
  • Total Number of Accounts
    11,396
    ACCOUNTS
  • Average Account Value
    $124,642
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
Types of Clients
Registered States

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, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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