The Pacific Financial Group, Inc.
The Pacific Financial Group, Inc. (CRD# 105203) is a financial advisory firm headquartered in Bellevue, WA. They manage $3,039,889,861 in 19,568 accounts and serve the financial needs of clients across 52 states (or territories).
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Total Assets Under Management3,040MILLION
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Total Number of Accounts19,568ACCOUNTS
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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
Julie Mochan (CRD# 4108965) 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.
Parker Mosley (CRD# 6461288) is an Investment Advisor Representative working at The Pacific Financial Group, Inc. in Bellevue, WA and has over 7 years of experience in the finance industry.
Neil Nakagawa (CRD# 2565291) is an Investment Advisor Representative working at The Pacific Financial Group, Inc. in Bellevue, WA and has over 27 years of experience in the finance industry.
Jeffrey Olsen (CRD# 2495622) is an Investment Advisor Representative working at The Pacific Financial Group, Inc. in Bellevue, WA and has over 28 years of experience in the finance industry.
Richard Olsen (CRD# 5814794) is an Investment Advisor Representative working at The Pacific Financial Group, Inc. in Bellevue, WA and has over 4 years of experience in the finance industry.
Nathan Rachels (CRD# 2950326) is an Investment Advisor Representative working at The Pacific Financial Group, Inc. in Suwanee, GA and has over 25 years of experience in the finance industry.
Jennifer Rowe (CRD# 4513582) is an Investment Advisor Representative working at The Pacific Financial Group, Inc. in Bellevue, WA and has over 20 years of experience in the finance industry.
Kaimele Searles (CRD# 2938755) is an Investment Advisor Representative working at The Pacific Financial Group, Inc. in Bellevue, WA and has over 24 years of experience in the finance industry.
Darrell Szymanski (CRD# 4258182) is an Investment Advisor Representative working at The Pacific Financial Group, Inc. in Livermore, CA and has over 21 years of experience in the finance industry.
Joseph Carey (CRD# 7331006) is an Investment Advisor Representative working at The Pacific Financial Group, Inc. in Bellevue, WA and has over 2 years of experience in the finance industry.