Pacific Financial Groupllc
Legal Name: PACIFIC FINANCIAL GROUP,LLC
Full Contact Details
Pacific Financial Groupllc
2077 WEST COAST HIGHWAY, SUITE A, NEWPORT BEACH, CA
714-427-5800
866-293-5833
Other Info
Pacific Financial Group LLC, a California Limited Liability Company with 60 employees, including 26 in advisory roles, is approved by the US Securities and Exchange Commission and has a registration date of Sep 27, 2007. Although the number of clients served by the firm is unknown, it is a legally recognized and established financial group.
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The Pacific Financial Group, Inc. (TPFG) is a dynamic, WealthTech advisory firm founded in 1984. TPFG is a leader in Self-Directed Brokerage Account Management, ideal for participants of 401(k), 403(b), or 457 retirement accounts.
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Direct Owners
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GAETAN THOMAS SCALZO
MANAGING MEMBER owns less than 5%
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JAMES CARMICHAEL MCCLENDON
MANAGING MEMBER owns less than 5%
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JAMES MOLLOY
CHIEF ADMINISTRATIVE OFFICER owns less than 5%
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JASON ERIC LUHAN
CHIEF COMPLIANCE OFFICER owns less than 5%
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JENNIFER ENSTAD
CHIEF INVESTMENT OFFICER owns less than 5%
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MEGAN MCCLENDON MEADE
CO-CEO owns less than 5%
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NICHOLAS BRAUN SCALZO
CO-CEO owns less than 5%
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PACIFIC HOLDINGS, LLC
SHAREHOLDER owns 75% or more
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RICHARD REID LAVIN
CHIEF LEGAL OFFICER owns less than 5%
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YVONNE JILL DILDINE
CHIEF FINANCIAL OFFICER owns less than 5%
Indirect Owners
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GAETAN THOMAS SCALZO
MANAGING MEMBER
-
JAMES CARMICHAEL MCCLENDON
MANAGING MEMBER
-
MEGAN MCCLENDON MEADE
MANAGING MEMBER owns more than 25% but less than 50%
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NICHOLAS BRAUN SCALZO
MANAGING MEMBER