Kathleen PerryCRD 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 33 years of experience in the finance industry.
Brighton Jones LLC
Byrne & Company Wealth Management, LLC
Northern Lights Advisors, Inc.
|The Pacific Financial Group, Inc.||Bellevue, WA||Oct 2003 - Current||14|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1984|
Total Assets Under Management1,420MILLIONS
Total Number of Accounts11,396ACCOUNTS
Average Account Value$124,642
- A percentage of assets under your management
- 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
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