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James Carmichael McClendon

THE Pacific Financial Group, Inc.

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About James Carmichael McClendon

James Carmichael McClendon is an investment advisor representative with The Pacific Financial Group, Inc. James has been registered with the Securities and Exchange Commission since 1997. James holds a Series 7, Series 24, and Series 63 license. James has worked in the financial services industry since 1983. Prior to joining The Pacific Financial Group, Inc., James was with FIRST AFFILIATED SECURITIES, INC. and PFG SECURITIES, INC. James has worked in the Bellevue, Washington area since 1984.

Firm Information

James McClendon 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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James McClendon’s Registration & Firm History

WA

05/15/1997 - Present

THE Pacific Financial Group, Inc. (BELLEVUE WA)

NA

08/25/1989 - 01/02/1991

FIRST AFFILIATED SECURITIES, INC.

NA

02/25/1986 - 08/25/1989

PFG SECURITIES, INC.

NA

12/21/1984 - 02/08/1986

MDC FINANCIAL PLANNING CORPORATION

NA

07/07/1983 - 12/28/1984

INTEGRATED RESOURCES EQUITY CORPORATION

NA

05/26/1983 - 06/08/1983

INVESTMENT MANAGEMENT & RESEARCH, INC

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Licenses & Designations

BC

Issued 10/12/1982

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/27/1982

Series 24 - General Securities Principal Examination

BC

Issued 05/21/1983

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Carmichael McClendon.
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