Julie Ann Mochan

The Pacific Financial Group, INC.

18 Years of Experience

View SEC Summary

Areas of Practice

Investment Management

The Pacific Financial Group, INC.

Compensation

Fee-Only (AUM)

Firm Size

14 advisors

Number of Clients

15,437 clients

Average Client Portfolio

$266K average

Assets Under Management

$4.1B

Fee Structure

Minimum Investment:None

Financial Planning:Investment management only

Location

11811 NE First St, Suite 201, Bellevue, WA, 98005

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Julie is a partner in MWP, LLC, a residential real estate company. This activity is not investment-related.

Employment History

Current Registrations

The Pacific Financial Group, INC.

September 2018 - Present · 7 yrs 5 mos

Previous Registrations

Aris Wealth Services INC

June 2007 - June 2015 · 8 yrs

Questar Asset Management, INC.

March 2007 - July 2007 · 4 mos

Securities America Advisors, INC.

December 2005 - March 2007 · 1 yr 3 mos

PNC Investments

August 2004 - December 2005 · 1 yr 4 mos

Hilliard Lyons Asset Management

April 2003 - November 2003 · 7 mos

State Registrations2 states

PAWA

Advisor

Exams

No exam information available for this advisor.