James C. Mcclendon
Professional summary
James Carmichael Mcclendon is a registered financial advisor currently at THE PACIFIC FINANCIAL GROUP, INC. located in Bellevue, Washington.
James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. James has worked at 6 firms and has passed the Series 63, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view James Carmichael Mcclendon's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 15, 1997 - Present
THE PACIFIC FINANCIAL GROUP, INC.
Office #1: 777 108th Avenue Ne Suite 1800, Bellevue, WA 98004August 25, 1989 - January 2, 1991
FIRST AFFILIATED SECURITIES
February 25, 1986 - August 25, 1989
PFG SECURITIES, INC.
December 21, 1984 - February 8, 1986
AMERICORP SECURITIES, INC.
July 7, 1983 - December 28, 1984
INTEGRATED RESOURCES EQUITY CORPORATION
May 26, 1983 - June 8, 1983
RAYMOND JAMES FINANCIAL SERVICES, INC.
Primary Firm SEC Registration
THE PACIFIC FINANCIAL GROUP, INC.
CRD#: 105203 / SEC#: 801-18151
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/15/1997)
Exams
Current Firm
THE PACIFIC FINANCIAL GROUP, INC.
CRD#: 105203 / SEC#: 801-18151
Contact information
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 18,959 |
| AUM (Assets Under Management) | $ 4,111,414,788 |
Red Flags
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