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Joseph Charles Carey

THE Pacific Financial Group, Inc.

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About Joseph Charles Carey

Joseph Carey is an Investment Advisor Representative at The Pacific Financial Group, Inc. He is licensed in Washington and has been working in the financial industry since 2016. Joseph has a Series 65 license and specializes in retirement planning, insurance, and investment products and services. He has a strong background in financial services and is committed to helping clients achieve their financial goals.

Firm Information

Joseph Carey 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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Joseph Carey’s Registration & Firm History

WA

02/22/2021 - Present

THE Pacific Financial Group, Inc. (BELLEVUE WA)

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Licenses & Designations

IA

Issued 02/22/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joseph Charles Carey.
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