Unclaimed Profile

Richard Reid Lavin

PACIFIC FINANCIAL GROUP,LLC·BELLEVUE, Washington

Clean recordPACIFIC FINANCIAL GROUP,LLC

11811 NE 1ST STREET, BELLEVUE, WA 98005CRD# 6318973Firm CRD# 143041

Profile Verification

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

Identity

Richard Reid Lavin · BELLEVUE, WA

Registration

CRD #6318973 · PACIFIC FINANCIAL GROUP,LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Richard Reid Lavin is a registered financial advisor based in BELLEVUE, Washington, affiliated with PACIFIC FINANCIAL GROUP,LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Client Types

Institutional Investors

Introduction

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Firm Overview

Firm

PACIFIC FINANCIAL GROUP,LLC

PACIFIC FINANCIAL GROUP, LLC

AUM

$3.1B

Regulatory assets under management

Employees

Total firm employees

View all advisors at PACIFIC FINANCIAL GROUP,LLC →

Services

Portfolio management (pooled investments)

Other

Background

Compensation

Percentage of AUM

Other: NEGOTIATED FEES FOR RISKPRO

Regulatory

SEC/IARD CRD# 6318973

Firm CRD# 143041

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Frequently Asked Questions

What services does Richard Reid Lavin offer?

Richard Reid Lavin specializes in Investment Management. Contact their office in BELLEVUE, Washington for a consultation.

What are Richard Reid Lavin's credentials?

Richard Reid Lavin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Richard Reid Lavin located?

Richard Reid Lavin is based in BELLEVUE, Washington, working with PACIFIC FINANCIAL GROUP,LLC. Their office serves clients in the BELLEVUE metropolitan area and surrounding communities.

How does Richard Reid Lavin charge for services?

Richard Reid Lavin's firm is compensated through percentage of aum, other: negotiated fees for riskpro. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PACIFIC FINANCIAL GROUP,LLC?

PACIFIC FINANCIAL GROUP,LLC has approximately 20 employees and manages $3.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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