Unclaimed Profile

Cory James Kendall

PACIFIC FINANCIAL GROUP INC·BELLEVUE, Washington

SIE, Series 7, Series 7TO, Series 24, Series 63, Series 65Clean record12 years registeredPACIFIC FINANCIAL GROUP INC

11811 NE FIRST ST, BELLEVUE, WA 98005CRD# 3213179Firm CRD# 105203

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Cory James Kendall · BELLEVUE, WA

Registration

CRD #3213179 · PACIFIC FINANCIAL GROUP INC · 12 years registered

Brand Profile

Not yet started

Career History

TOEWS ASSET MANAGEMENT

Aug 2023 – present

NORTHERN LIGHTS DISTRIBUTORS, LLC

Aug 2023 – present

THE PACIFIC FINANCIAL GROUP, INC.

Feb 2021 – Dec 2022

Phoenix, AZ

ORION PORTFOLIO SOLUTIONS, LLC

Jan 2020 – Jan 2021

PHOENIX, AZ

ORION PORTFOLIO SOLUTIONS, LLC

May 2014 – Dec 2019

PHOENIX, AZ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 24

Series 63

Series 65

Registration record

First registered · May 28, 2014

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PACIFIC FINANCIAL GROUP INC

CRD 105203 · SEC 801-18151

AUM

$3.7B

Regulatory assets under management

Employees

18,773 client accounts

Services offered by PACIFIC FINANCIAL GROUP INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PACIFIC FINANCIAL GROUP INC →

Introduction

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Frequently Asked Questions

What services does Cory James Kendall offer?

Cory James Kendall specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in BELLEVUE, Washington for a consultation.

What are Cory James Kendall's credentials?

Cory James Kendall is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Cory James Kendall located?

Cory James Kendall is based in BELLEVUE, Washington, working with PACIFIC FINANCIAL GROUP INC. Their office serves clients in the BELLEVUE metropolitan area and surrounding communities.

How does Cory James Kendall charge for services?

Cory James Kendall's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PACIFIC FINANCIAL GROUP INC?

PACIFIC FINANCIAL GROUP INC has approximately 67 employees and manages $3.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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