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David Nathan Lurie

THE Pacific Financial Group, Inc.

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About David Nathan Lurie

David Nathan Lurie is a financial advisor with The Pacific Financial Group, Inc. David Lurie is a Registered Investment Advisor. David Lurie has been in the securities industry since 1997 and has held licenses in several states. David Lurie has specialized in financial planning, portfolio management for businesses, and portfolio management for individuals.

Firm Information

David Lurie 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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David Lurie’s Registration & Firm History

WA

02/26/2024 - Present

THE Pacific Financial Group, Inc. (BELLEVUE WA)

NE

09/10/2021 - 04/04/2023

NORTHERN LIGHTS DISTRIBUTORS, LLC (ELKHORN NE)

OH

12/10/2014 - 10/15/2015

ADVISER DEALER SERVICES, INC. (DUBLIN OH)

CA

04/01/2008 - 05/10/2012

CAPITAL BROKERAGE CORPORATION (PLEASANT HILL CA)

CA

09/18/2001 - 04/01/2008

ASSETMARK CAPITAL CORPORATION (SAN MATEO CA)

PA

04/07/1999 - 08/07/2001

SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)

CA

05/14/1998 - 07/14/1998

SIFE (WALNUT CREEK CA)

CA

12/21/1997 - 04/08/1998

SIFE (WALNUT CREEK CA)

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Licenses & Designations

IA

Issued 02/27/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/18/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/18/1999

Series 7 - General Securities Representative Examination

BC

Issued 12/11/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Nathan Lurie.
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