Best Investors
Account
Sign in
Best Investors
Account
Sign in
The Pacific Financial Group, Inc. CRD 105203
$5.07B regulatory AUM 957 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
900 20Th Avenue South Suite 500, Nashville, TN 37212 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2021-08-12 |
| WA | RA | APPROVED | 2017-04-10 |
Branch Locations
900 20Th Avenue South Suite 500, Nashville, TN 37212 • United States
Germantown, TN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Eqis Capital Management | San Rafael | CA | 03/2016 | 03/2017 |
| The Pacific Financial Group, Inc. | Bellevue | WA | 03/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-03-03 |
Reach out to this advisor