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Darrell Victor Szymanski

THE Pacific Financial Group, Inc.

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About Darrell Victor Szymanski

Darrell Victor Szymanski is an Investment Advisor Representative at The Pacific Financial Group, Inc., a firm based in BELLEVUE, WA. Darrell is registered with the state of California and Washington. The Pacific Financial Group, Inc. specializes in providing financial planning, portfolio management for individuals and businesses. The firm has approximately 400 clients and manages $3,734,718,964 in regulatory assets. Darrell Victor Szymanski is registered with the state of California and Washington.

Firm Information

Darrell Szymanski is currently registered with THE Pacific Financial Group, Inc.. THE Pacific Financial Group, Inc. is an investment advisor based in BELLEVUE, WA. They manage $3,734,718,964 in regulatory assets under management. They advise high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, investment companies, charitable organizations, pension and profit sharing plans, and other investment advisors. They offer financial planning and portfolio management for individuals and businesses.
THE Pacific Financial Group, Inc.

11811 NE FIRST ST

BELLEVUE, WA 98005

$3.73B

Assets Under Management

400

Total Clients

18

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Darrell Szymanski’s Registration & Firm History

CA

08/19/2015 - Present

THE Pacific Financial Group, Inc. (LIVERMORE CA)

CA

04/13/2005 - 12/23/2008

ICON SECURITIES CORP. (SAN FRANCISCO CA)

TX

05/15/2001 - 03/22/2005

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

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Licenses & Designations

IA

Issued 07/07/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/09/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/14/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Darrell Victor Szymanski.
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